2014 Regional Member Briefing Chicago- March 20


Thursday, March 20, 2014 - 4:30pm to 6:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Our Host Brittney Saks of PwC will be speaking on De-Mystifying the 2014 Tax Landscape.

Attendance is included with membership, but advance registration is required.


PwC Office
One North Wacker Drive
14th Floor
Chicago  Illinois  60606
United States
  • Agenda
11:30 a.m. FOX Welcome and Peer Discussion: On paper the services that are offered from one advisory firm to the next are often much the same. What really matters is “HOW” advice and services are being delivered. FOX Thought Leaders identified a set of key hallmarks that signify State of the Art advice across disciplines. In this discussion, find out what they are and how they apply to your business. 
11:45 a.m. Host presentation during lunch:
De-Mystifying the 2014 Tax Landscape
As Albert Einstein once stated, “The hardest thing to understand in the world is the income tax.” With that statement in mind, we welcome you to join Family Office Exchange and PwC in an exploration of the latest tax changes and planning opportunities that are available to minimize the tax impact and efficiently manage wealth. Among the topics that will be addressed include:
• Net investment income tax; 
• Brackets running with trusts as a tax strategy; 
• Charitable giving and estate and gift planning; and 
• Trends: In retirement planning, including IRAs; Residency planning; Audits; and Income Tax Planning vs. Estate Planning
Also included in the discussion will be a legislative update, specifically in the areas of Individual Income Tax, Estate, Gift and Business Taxes.
12:45 p.m. Peer Dialogue
1:30 p.m. Adjourn