For tax years beginning after December 31, 2017, individuals have an unprecedented opportunity to reduce their gift, estate, and generation-skipping transfer tax exposure by making gifts that utilize an increased lifetime exemption, before the potential benefits of such increased exemption may be lost. While weighing these new opportunities, taxpayers should also be mindful of certain valuation and governance considerations which are ever-present in the wealth transfer and succession planning process.
KPMG LLP (KPMG) is pleased to offer a TaxWatch webcast where professionals from KPMG will provide a discussion on the following items:
Some of the broader non-tax considerations to take into account as you embark on any succession planning
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