2014 Regional Member Briefing Chicago- March 20

Overview

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.

Recommended for:

Families and Single Family Office Executives. The event is not open to advisor members.

Location

PwC Office

One North Wacker Drive

14th Floor

Chicago Illinois 60606

United States

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

First Name *

Last Name *

Email Address *

Phone *

Company *

Country *

Terms and Conditions

We want to ensure you know how your data is stored and used. Please take a moment to review the terms and conditions and privacy policy before you continue.

Terms and Conditions *

I agree to the terms and conditions

Contact Permissions

To keep you informed of developments at FOX and in the family enterprise market, we would like to email you periodically. To join our mailing list, simply check the box below. You can easily unsubscribe at any time.

Contact Permissons

Yes, I would like to receive email communications from Family Office Exchange

Leave this field blank

CAPTCHA

This question is for testing whether you are a human visitor and to prevent automated spam submissions.

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