WEBCAST

Family Office Fridays: Tax Planning for Individuals and Family Offices in Response to COVID-19

Webcast overview

KPMG LLP (KPMG) invites you to a TaxWatch webcast where professionals from our Washington National Tax office will review a number of the key tax provisions affecting individuals and family offices from the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”). In addition, such professionals will also focus on a few other tax planning considerations for individuals and family offices based on the current economic environment.    

Topics to be covered include:

  • Carryback of Qualifying Disaster Losses under Section 165(i)
  • Temporary Repeal of Excess Business Loss Limitation under Section 461(l)
  • Carryback of Net Operating Losses and Other Changes under Section 172
  • Gift and Estate Planning Considerations in an Economic Downturn
  • Employer Tax Credit & Payment Deferral Opportunities under CARES Act
  • SBA and Other Financing Provided Under Cares Act
  • Latest View on the Possibility of “Phase 4” Legislative Action
  • Open Q&A

Featured speakers

Robert Keller

Robert Keller

Partner, Washington National Tax, KPMG LLP

John P. Gimigliano

John P. Gimigliano

Principal in charge of Federal Legislative & Regulatory Services in our Washington National Tax practice, KPMG US

Carol Conjura

Carol Conjura

Partner, Income Tax & Accounting, Washington National Tax, KPMG US

Erik Corwin

Erik Corwin

Principal, Corporate, Washington National Tax, KPMG US

Tracy Thomas Stone

Tracy Thomas Stone

Principal-in-Charge, Tax, KPMG US

Robert Delgado

Robert Delgado

Principal, Compensation & Benefits, Washington National Tax, KPMG US

Tom West

Tom West

Principal in Charge, Tax Incentivized Transactions, Leasing & Energy, Washington National Tax, KPMG US

Sabrina Ho Stimel

Sabrina Ho Stimel

Partner, Tax Family Office, KPMG LLP

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