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Tax Planning for Family Offices

Matt Talcoff, partner and national industry tax leader for RSM, joins GrowthTV to discuss the tax issues that family offices should be thinking about in 2021.

This video is part of ACG’s Family Office Series, sponsored by RSM US LLP.

Matt Talcoff, partner and national industry tax leader for RSM, joins GrowthTV to discuss the tax issues that family offices should be thinking about as 2020 wraps up and the new year begins.

He points to liquidity challenges that family offices have faced this year and their tax implications. Talcoff also offers insight into workforce disruption and employee tax credits to consider, along with strategies that family offices can use to mitigate the impact of supply chain challenges.

At the end of the interview, Talcoff lists several things family offices can do to improve their tax situation in the final weeks of 2020.