Tax Planning

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2022 Tax and Estate Planning Update
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FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered. Carl C. Fiore, Managing Director, Andersen US National Tax Office Kristin Yokomoto, Partner, BakerHostetler Scott Winget, Enterprise Market Leader, FOX

Keep the Tax Man at Bay: Five Investing Techniques to Manage Your Tax Costs
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Sometimes, portfolios are so focused on returns that tax efficiency gets pushed to the back burner. But proposed changes to tax law under the Biden administration—and the related debates—have brought renewed focus to the tax impact of portfolio decisions. That makes now a good time to review some of key techniques to help manage your investment taxes.

Checklist for Changing State Domicile
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Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state. This checklist identifies primary and secondary factors that should be considered when establishing domicile in a new state for income tax purposes.

Wealth Management

With the shift moving away from a fear-based approach to a more positive paradigm in the wealth management space, the expertise and the many advisory disciplines are adapting to the transformational journey of the family, with integrated services and professional standards emerging as best practices over time.