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Don't miss this annual in-depth update. A panel of experts will review recent and potential income tax, trust, and estate planning laws, regulations, and cases in order to discuss managing key challenges and opportunities in 2023. Discover what to watch out for, what to stop worrying about, and what you should consider doing to protect your clients...

What happens when a founding donor isn’t around to direct the foundation’s mission and grantmaking activity? To avoid unwanted consequences and confusion, succession planning requires a comprehensive strategy that addresses the foundation’s future and provide it with a mission or donor intent statement. It should answer who will make decisions for ...

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a missio...

While the tax environment has become more complex for businesses, there are opportunities to minimize their tax burden on the state and local level. In this 10-minute interview, attorney Lynn Gandhi of Foley & Lardner’s Tax group joins Brian Lucareli to discuss the impact of state and local taxes such as state income taxes, sales and use taxes,...

There are many benefits to establishing and running a family foundation, including strengthening the family bond and developing a philanthropic legacy while creating a lasting impact through charitable giving. In this 10-minute interview, attorney Emmaline Jurgena of Foley & Lardner’s Estate Planning group joins Brian Lucareli to discuss how to...

In this 10-minute interview, attorney Jordan Bergmann of Foley & Lardner joins Brian Lucareli to discuss qualified business stock (QSBS). During the interview, Jordan defined QSBS and the tax benefits they provide and how family offices can take advantage of the QSBS as part of their wealth management and tax planning strategy.

With the new administration in the U.S. and its focus on various parts of the Tax Cuts and Jobs Act (the TCJA) and the estate tax, changes are expected amid the balancing of competing considerations. In this 10-minute interview, Jason Kohout, partner and co-chair of the Family Offices group at Foley & Lardner, and John Strom, federal lobbyist a...

With an unprecedented $80 billion additional funding allocated for the Internal Revenue Service (IRS), there will be an expected 3,700 new agents hired as part of ramping up audits of the largest and most complex partnership returns and other tax enforcement initiatives. There will also be more focus on high income individuals, foreign bank account...

If you’re considering a sale of a business, listen in on this 10-minute interview for some valuable potential tax-savings strategies. Attorneys Jason Kohout and Stephanie Derks also discuss income and estate tax planning opportunities, especially for business owners who are in a high income tax state.