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RSM’s 2022 Private Client Tax Forum (4 CPE)

August 16 @ 8:00 am - 5:00 pm EDT

RSM CPE Webinars

Participants of the free live webinar will be eligible for 4 CPE credits.


Event overview

Between the stops and starts of tax policy and broader economic changes, the uncertainty seems relentless. While private business owners, family offices and wealthy individuals are experienced in managing risk and adapting to change, it can be problematic to not know what lies around the corner.

The second event in our Tax in Motion 2022 series—the Private Client Forum—is designed to help you, your family and your family office understand and prepare for the challenges that may come your way in this unpredictable environment. Specifically, we will discuss such topics as:

  • Should you consider residency planning to limit state tax obligations?
  • How could tax policy affect your strategies for year-end tax planning?
  • What transfer tax strategies should you be considering in today’s economic environment?
  • What should you be considering pre- and post-liquidity?
  • What are the tax implications of cryptocurrency and digital assets on individual tax obligations and planning strategies?
  • How can data and technology improve your decision-making?

Let’s dig into what’s next. Register today to reserve your spot!

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