Common Tax Planning Scenarios Involving High-Net-Worth Clients: What Attorneys Need to Know

Presented by:

Lucy Ni, CPA

Managing Director, Baker Tilly Private Client Services

As founders, executives, business owners, and investors approach a liquidity event, IPO, acquisition, or significant secondary transaction, tax and planning issues may arise well before the transaction closes.

Attorneys are often among the first advisors to recognize when a client is entering a critical planning window. This presentation will provide an overview of common tax and wealth planning concepts that attorneys may encounter when advising high-growth entrepreneurs, executives, investors, business owners, and high-net-worth families.