Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases And Wealth Preservation - Roundtable

Event


BDO Detroit Office - The Renaissance Room
2600 W. Big Beaver Road
#600
Troy, 48084
Get Directionsplace

Bryan W. Bussert

Private Client Services Tax Managing Director

BDO USA

Contact

Melissa M. Souza

Emailmail

Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Event


BDO Detroit Office - The Renaissance Room
2600 W. Big Beaver Road
#600
Troy, 48084
Get Directionsplace

Contact

Melissa M. Souza

Emailmail

Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Related Events & Webcasts

Webcast

Technology Innovations for Improving Family Office Operations

Join BDO and Family Office Exchange (FOX) as they explore the latest advancements in technology impacting the Family Office sector.

Register

Webcast

Year-End Tax Planning for Private Client Services

Practical insights from BDO professionals to help individuals and their advisors make strategic tax decisions as 2024 comes to a close, and a new presidential administration is introduced.

Register

Recording

Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation

Join BDO Private Client Services professionals as they discuss income tax and gift tax considerations when assisting the next generation with home purchases, while safeguarding and growing wealth for subsequent generations.

View Recording

Recording

The Interplay of Exit and Estate Planning

Join BDO National Tax Office professionals as they discuss the crucial interplay between estate planning and exit planning. Learn how early transaction planning can maximize tax-efficient wealth transfer strategies.

View Recording

Recording

Year-End Planning for Private Clients

Practical insights from BDO professionals to help individuals and their advisors make strategic tax decisions as 2023 comes to a close. Topics include the impact of Rev. Rul 2023-2, commonly overlooked aspects of real estate activities, and critical steps for minimizing state taxation on business sales.

View Recording

Recording

What’s Mine is Mine…Until It Goes to the Government

In an effort to make sure that individuals and families have thought through the pros-and-cons of “using or losing” the expanded exemption opportunity, leaders from BDO’s Private Client Services practice tips and tools that you may need to consider.

View Recording

Recording

Creating a Lasting Family Wealth Enterprise: From Founder’s Office to Family Office

A diverse team of family office professionals will discuss the necessary infrastructure, and the key paradigm shift that must take place to enable lasting, multi-generational family wealth enterprise management.

View Recording

See All Events & Webcastschevron_right