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

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

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

This breakfast briefing addresses the Act's effect on ultra high net worth individuals and their families, and what needs to be done going forward. Our presentation will have a special focus on how the Act changes planning for (1) non-US individuals investing in US real estate and doing business in the United States, and (2) US individuals investing and operating foreign businesses.

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

Please join our North America Wealth Management team for parallel briefings in Chicago and Miami.

  • For our Chicago program details, please click HERE
  • For our Miami program details, please click HERE
  • For our Switzerland program details please click HERE

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

Date & Time

18 January 2018 9:00 AM - 18 January 2018 10:30 AM Eastern Standard Time


Baker McKenzie
452 5th Ave (corner of 40th St.)
18th Floor Conference Center
New York, NY 10018
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