The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass through entities like S-Corporations and LLCs need to consider if maintaining this status is prudent given the changes in the tax law. In the past C-Corporations considered elections to become pass through entities to avoid two tiers of tax. What is best for a particular client situation will challenge past convention on choice of entity as optimization is dependent on facts and circumstances.
FOX Event Replay
Resource Search
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
A Hacker's Guide to Physical Security
Publish Date
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
Personal Security 101
Publish Date
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
Hacking Demystified
Publish Date
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving. Some also struggle with how to approach encouraging or allowing the older generation to step aside.
Advisors grew assets (both AUM and AUA) by 17% and 15% respectively in 2017; however revenue grew by only 8%. What is the cause of this disconnect between assets and revenues? What are the other trends re-shaping the ultra-wealth advisor market? FOX managing directors David Toth and Karen Rush framed the issues and opportunities that are impacting wealth advisors today, including business growth, pricing strategies, and what's on the mind of ultra-wealthy families. They shed light on the ongoing work that FOX is doing to help advisors.
2018 FOX Wealth Advisor Forum Insights & Takeaways
Publish Date
This year’s FOX Wealth Advisor Forum focused on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. The forum offered methods to address the accelerating innovations in investment technology and omni-present cybersecurity risks, as well as the increasing longevity of our clients, intense competition for talent, needed adaptations in the workplace for Millennials, and disruptions in family businesses.