2024 Private Client Services Webcast Series: Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation
For many wealthy families, protecting and passing on wealth to the next generation is of utmost importance. However, these same families would like to share the wealth today, often by way of investing in real estate for their children. To that end, careful tax planning is an integral part of the equation in considering how best to share the wealth today while protecting and growing it for future generations. In this session, we will take an in-depth look at the income tax and gift tax considerations of assisting the next generation with home purchases while also protecting and growing the wealth for subsequent generations.
Intended Audience: This session is intended for Clients and Guests, Alliance, International, and BDO Internal audiences within Advisory, Assurance, and Tax business lines.
CPE: This session is not qualified for CPE Credits.
Program Level: Overview
Advanced Preparation: None