Overview
McDermott’s Tax and Private Client teams reconvened in Boston to host their second Private Client Roundtable on June 13, 2023. Carlyn McCaffrey, Todd Angkatavanich, Daniel Hatten and John Karasek led a discussion about the hottest topics affecting affluent families, their family offices and advisors.
Discussion topics included:
- Freeze planning & planning in the current environment ahead of 2025
- Environmental, Social & Governance (ESG) Investing
- The Corporate Transparency Act (CTA) & FinCEN rules
- Passive Foreign Investment Company (PFIC) & Controlled Foreign Corporation (CFC) attribution rules