April 2010

Blumenthal Speaks at The New Family Office Forum

 

 

 

 

Mark Blumenthal, Chairman of the Family Office group at Blackman Kallick, will present at The New Family Office Forum, June 15-17, 2010, at the Fairmont Chicago Millenium Park.

His presentation, Back to the Future — Strategies for family offices in a rising tax environment, will offer key strategies family offices can use to better protect their wealth:

Taxes will dramatically increase in the short and long term based on a growing federal deficit and current political reality. Mark will explain how families need to begin the process of adjusting their investment, charitable, wealth transfer, and tax strategies into a single integrated plan in this rising tax environment. He cautions families to do this within a concept that he calls, “tax equilibrium,” which requires families to look at taxes as a cost of investing and a drag on wealth accumulation. He will discuss tax planning ideas in preparation for rising taxes that are part of new health care legislation and the expiring Bush tax cuts. He will also provide a Washington tax update on the latest laws and pending legislation and highlight what family offices should expect from the IRS in the future.

Special discount for Blackman Kallick Family Office clients. Contact Mark for more information.

Forum Agenda