Family Office Fridays: Wealth Transfer Tax and Succession Planning Considerations
Family Office Fridays: Wealth Transfer Tax and Succession Planning Considerations
WEBCAST

Family Office Fridays: Wealth Transfer Tax and Succession Planning Considerations

Webcast overview:

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:

  • Overview of the enhanced gift and estate exemption opportunity afforded taxpayers under the Tax Cuts and Jobs Act, 
  • Options to consider in utilizing the enhanced exemption,
  • Valuation considerations in the transfer process, 
  • Some of the broader non-tax considerations to take into account as you embark on any succession planning

Speakers:

Robert S. Keller

Robert S. Keller

Managing Director, Tax, KPMG US

Tracy Thomas Stone

Tracy Thomas Stone

Principal-in-Charge, Tax, KPMG US

Milind Shah

Milind Shah

Principal, Economic & Valuation Services, KPMG US

Catherine Grum

Catherine Grum

Director, Family Business, KPMG UK