2024 Private Client Services Webcast Series
About BDO’s Private Client Services Webcast Series
BDO’s Private Client Services Webcast series is designed to provide valuable information to navigate the tax, financial and other needs of high-net-worth individuals, families, and family offices.
Our series will highlight a variety of subject matter critical to the high-net-worth audience and will provide real world insight and applications to equip individuals and advisors in this space with actionable ideas and best practices to help guide both the challenges and opportunities they face within their family wealth enterprise.
Upcoming
Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation - Updated
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.
The Future of Family Offices: Navigating Trends and Best Practices for Long-Term Success
A diverse team of family office professionals will discuss the latest trends in the Family Office industry and make recommendations for how to adapt to position the family office for long-term success.
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.
Past
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.
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