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Wealth Taxes: Potential Implications for Wealthy Families
During this episode of The Wealth Enterprise Briefing, WE Family Office’s Managing Partner Michael Zeuner and Partner and Wealth Planning Executive Joseph Kellogg, LL.M. (Tax), CFP®, TEP, address the pressing topic of wealth taxes. Together, they offer a thorough overview of the dynamics related to wealth taxation, covering both federal and state levels while examining proposed measures and potential implications for ultra-high-net-worth families and individuals.
During the conversation they discuss:
Overview of Wealth Tax Concepts: The various forms of wealth taxes, including those based on…
The skinny
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