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Family Office Fridays: Insights on Emerging Estate Planning Topics

CPE 1.0


Webcast overview

Our latest Family Office Friday webcast will dive into a handful of interesting estate, gift, and trust planning developments. From navigating recent regulatory changes and other guidance from the government to understanding the latest case law updates, we will review these developments in order to help you stay ahead of the curve in an ever-evolving landscape.

Please join KPMG LLP for our next Family Office Friday webcast where we delve into the following hot topics in gift and estate tax planning:

  • CCA 202352018 and the potential for deemed gifts to result from trust modifications
  • Estate of Bolles v. Commissioner and purported loans treated as gifts
  • Final regulations on extensions of time to make certain exemption allocations and elections related to generation-skipping transfer taxes
  • Proposed regulations providing guidance on information reporting on transactions with foreign trusts and large foreign gifts and on tax issues related to foreign trusts
  • Planning considerations related to utilizing present lifetime exemption amounts prior to their scheduled decrease at the end of 2025

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Private Enterprise – Tax

Tax services for privately owned businesses

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Family Office Fridays

KPMG TaxWatch webcast series on-demand

Webcast Replay Webcast Upcoming Listen Now

Family Office Insights

Through a series of articles, KPMG LLP (KPMG) will explore the many facets of tax that can potentially affect the creation, growth, and prosperity of family offices and private businesses.

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