Family offices / David S. Rosen, Brian J. O'Connor, Christopher S. Davidson.
2023
INTERNET
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Items
Details
Title
Family offices / David S. Rosen, Brian J. O'Connor, Christopher S. Davidson.
Added Corporate Author
Imprint
Arlington, VA : Bloomberg Tax Management Inc., [2023]-
Description
1 online resource.
Frequency
Updated irregularly
Series
Tax management portfolios ; 880-1st.
Formatted Contents Note
I. Overview of the Family Office
II. Structure of the Family Office and Regulatory Matters
III. Family Office Operations
IV. Income Tax Matters Affecting the Family Office Manager and Fund Entities
V. Tax Treatment of Family Office Investments
VI. Tax Treatment of Family Office Owners and Employees
VII. Charity and Philanthropy in the Context of a Family Office
VIII. Estate and Gift Tax Planning for Family Office Entities
Table of Worksheets.
II. Structure of the Family Office and Regulatory Matters
III. Family Office Operations
IV. Income Tax Matters Affecting the Family Office Manager and Fund Entities
V. Tax Treatment of Family Office Investments
VI. Tax Treatment of Family Office Owners and Employees
VII. Charity and Philanthropy in the Context of a Family Office
VIII. Estate and Gift Tax Planning for Family Office Entities
Table of Worksheets.
Summary
"... addresses the full range of tax issues affecting family offices, the investments held by such organizations, and the ultimate owners of family office vehicles. The family office is an investment business that supports the familial, financial, and charitable goals of many of the most successful families in the United States and throughout the world. The purpose of this Portfolio is to provide family office advisers and executives with a detailed understanding of the range of issues surrounding the operation and ownership of family office entities to provide guidance and solutions relevant to the various stakeholders. The primary purpose of family office organizations is to create a sustainable, profitable, multigenerational investment company owned by extended family members. These organizations support the endeavors of such families in their local, regional, and national communities. The family office lives at the intersection of income, estate and gift taxes, and charitable planning matters. To that end, Family Offices addresses the implications of income tax matters affecting the formation and operation of the various entities comprising the family office, tax issues that are generally relevant to the owners of family office entities, and the taxation of investments held by the family office and related entities. In addition, Family Offices provides an overview of compliance and tax issues of charitable organizations related to the family office. Finally, the Portfolio addresses the various estate planning rules affecting the owners of family offices."--Publisher's website.
Bibliography, etc. Note
Includes bibliographical references.
Source of Description
Contents viewed on June 23, 2023 ; title from description page.
Location
www
Linked Resources
Alternate Title
BNA Premier package.
Call Number
INTERNET
Language
English
Copyright Information
Bloomberg Industry Group, Inc. 2022-
Record Appears in