Year-End Tax Strategies for Family Offices: OBBBA and Beyond
Overview
As the year winds down, family offices and their advisors have an opportunity to review their financial landscape and prepare for long-term objectives. This session moves beyond standard tax planning, providing practical perspectives on strategic year-end decisions and forward-looking opportunities. BDO’s Private Client Services professionals will offer guidance on identifying actionable steps before December 31, addressing common oversights, and considering key topics such as charitable giving, estate plan updates, and the impacts of recent tax law changes stemming from the passage of the One Big Beautiful Bill Act (OBBBA). Participants will gain insights to help approach year-end planning with clarity and a focus on both immediate priorities and future goals.
John “Jack” Nuckolls, Managing Director and Technical Tax Leader, National Tax Office, Private Client Services
Abbie Everist, Principal, National Tax Office, Private Client Services
James Head, Managing Director, National Tax Office, Private Client Services
Rachel Caviness, Moderator National Relationship Director, Private Client Services
David F. Toth, President of Membership, FOX