Tax Planning for High Net-Worth Individuals After the Tax Reform

Date & Time

19 January 2018 8:15 AM - 19 January 2018 9:15 AM Central Standard Time


Baker McKenzie Chicago Office,
Russell Baker Conference Room,
300 East Randolph Street, Suite 5000
Chicago, Illinois, 60601
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Tax Planning for High Net-Worth Individuals after the Tax Reform

On 22 December 2017, President Trump signed the Tax Cuts and Jobs Act into law.

The Act includes several provisions that are relevant to high net-worth individuals. We expect the Act will change the way that individuals do business and invest both in the United States and globally. The most significant changes for high net-worth individuals include:

  • An increased estate and gift tax exclusion and GST exemption
  • Changes to the taxation of business organizations
  • Changes to individual income tax and deduction items
  • Outbound tax issues for individuals

This breakfast briefing addresses the Act's effect on ultra high net-worth individuals and their families, and what needs to be considered going forward. Our presentation will have a special focus on how the Act impacts family offices.

This event is complimentary. There is no fee to attend, but registration is required and space is limited such that early registration is encouraged.

Tax Planning for High Net-Worth Individuals after the Tax Reform Parallel Briefings

If you or your colleagues will be in the Miami, Geneva, Zurich, or New York areas in the coming weeks, we invite you to join our Global Wealth Management team for parallel briefings in each city. For more details about our programs, please follow the links below.

Miami program (8 January): click here.
Switzerland (15 January and 18 January): click here.
New York (18 January) program: click here.