FOX Webcast: 2022 Tax and Estate Planning Update - April 20, 2022

Overview

Wednesday, Apr 20, 2022 - 10:00am to 11:00am CDT


Please join us on Wednesday, April 20, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered.

Attendees will be able to:

  • Describe the most important developments that will impact family offices and ultra-high net worth families in tax and estate planning in 2022


Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately two weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

Field of Study: Taxes - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)
10:00 am CT Webcast Begins
   
 

Presentation: 2022 Tax and Estate Planning Update
   
11:00 am CT Webcast Adjourns

 

  

Presenters 

Carl C. Fiore
Managing Director, Andersen US National Tax Office

Carl Fiore is a Managing Director in the Andersen US National Tax office, where he focuses on gift, estate, individual, charitable and fiduciary tax consulting and compliance matters.

Carl has significant experience with tax and financial matters affecting entrepreneurs, executives and other high-net-worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning.

Carl has been published and interviewed in Trusts & Estates, The Estate Planning Journal, Practical Tax Strategies, The Metropolitan Corporate Counsel and The Tax Stringer, and is a frequent speaker on tax planning matters. Carl is also a co-author of the Andersen treatise, Tax Economics of Charitable Giving.
 

Kristin Yokomoto
Partner, BakerHostetler

Kristin Yokomoto is a Certified Specialist in Estate Planning, Trust and Probate Law with the California Bar Association of Legal Specialization. With over 25 years of experience, Kristin devotes her practice to helping families, individuals and business owners with their estate planning, business succession planning, trust administration and probate needs. She guides her clients through all aspects of transitioning their assets and businesses to the next generation as efficiently and seamlessly as possible, while focusing on the legal and tax ramifications of various options. Clients and advisors trust that Kristin will understand the clients’ goals and help create lifetime plans that incorporate them in light of the taxes and impact on future generations.
 

FOX Presenter

Scott Winget
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.