Join Wilmington Trust’s Alvina H. Lo and Jonathan Fitzgerald, and David Shaw of Family Business Magazine for an in-depth discussion of five tax reform strategies for family businesses.
The Tax Cuts and Jobs Act of 2017 made sweeping changes in virtually all areas of federal tax law. For family business owners, it's particularly important to understand these changes and how to optimize any new advantages when developing tax planning strategies.
This webinar will focus on 5 key strategies:
- Estate Tax Planning:
Increases to the estate tax exemptions are temporary and set to expire at the end of 2025. Should you take this opportunity to implement transfer tax strategies before the exemptions revert back to the previous amounts? - Control & Flexibility:
Learn how to implement transfer tax strategies while still maintaining control and preserving the flexibility you need in the event of unforeseen circumstances. - Pre-Liquidity Planning:
What you need to build a comprehensive liquidity strategy for financial planning, asset protection and estate planning to the greatest benefit post-sale. - Insurance Planning:
New tax laws may change the assumptions you initially used to put your insurance plan into place. - Income Tax Planning:
Consider restructuring your business to optimize its available income tax benefits under the new law.
Wilmington Trust’s Alvina H. Lo, Chief Wealth Strategist, and Jonathan Fitzgerald, Vice President and Wealth Strategist, and David Shaw, Publishing Director of Family Business Magazine, will share their expertise on these key issues in an interactive environment with time for audience questions.
All registrants will receive a copy of the presentation.
Speakers
Alvina Lo
Chief Wealth Strategist, Wilmington Trust
Alvina is responsible for overseeing wealth planning, strategic advice, and thought leadership development for Wilmington Trust's Wealth Management division. She manages a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high net worth individuals and families, business owners, entrepreneurs, and foundations and endowments. Prior to joining Wilmington Trust, Alvina was the director and senior wealth planner for Citi Private Bank where she served as an advisor to U.S. and international ultra high net worth clients.
Previous to that, she served as a wealth strategist with Credit Suisse Private Wealth and managed the third party trustee platform. Earlier in her career, Alvina practiced law at Milbank Tweed Hadley & McCloy , LLP in the Trusts & Estates group and served as a consultant for Deloitte Consulting and Scient Corporation. Alvina holds a bachelor's degree in civil engineering from the University of Virginia where she was a Thomas Jefferson Scholar. She received her JD from the University of Pennsylvania, where she was a member of the Law Review and Order of the Coif. She also holds a Professional Tax Certificate in Estate Planning from New York
University School of Law. Alvina is a published author on estate planning matters and has lectured at the American Bar Association, Delaware Trust Conference, Hawaii Tax Institute, and Barron's Top Women Advisors Summit. She has been quoted in the New York Times, Barron's, and Business Insider. She is also a member of the Society of Trust and Estate Practitioners (STEP) and is a member of
Women In America, a professional development group. She is a regional committee co chair of the Thomas Jefferson Scholarship Foundation for the University of Virginia. Alvina is bilingual and speaks fluent Chinese Cantonese and basic Chinese Mandarin.
Jonathan Fitzgerald
Vice President & Wealth Strategist, Wilmington Trust
Jonathan is responsible for developing customized wealth management and financial plans for high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments throughout the state of Florida. His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning. Jonathan and his team work closely with clients and their advisors to develop estate , trust, and financial strategies to help clients meet their current needs and plan for their long-term objectives.
Prior to joining Wilmington Trust, Jonathan was in private practice of law, advising high-net-worth individuals in their estate and federal taxation planning. Earlier in his career, Jonathan worked for four years in the international public accounting firm of PricewaterhouseCoopers LLP in the firm's New York City banking and capital markets practice.
Jonathan holds a J.D. from the University of Florida Levin College of Law and a bachelor's degree in Accounting from the University of Notre Dame. He is a member of the Florida Institute of Certified Public Accountants and is a member of the Florida Bar Tax Law and Real Property and Probate Law sections.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time
Sponsor
Wilmington Trust