Dbriefs
11 Nov.

Essential tax and wealth planning: Preparing for 2022 and beyond

Private companies

Thursday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will recognize factors that inform year-round planning decisions, identify key considerations regarding state PTET, and describe potential benefits and considerations in charitable planning.

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Key takeaways

Host: Wolfe Tone, partner, Deloitte Tax LLP
Presenters: Eddie Gershman, Craig Janes, and Jeffrey Kummer

1 Overview CPE credit | Taxes

Family enterprises have an opportunity to refine their tax planning goals and objectives as 2021 closes and potential tax changes come into focus. What are important factors and risks to consider? We’ll discuss:

  • Tax policy news and analysis from Washington
  • The evolving state pass-through entity tax (PTET) landscape
  • Unique issues and challenges to continued family enterprise success
  • Philanthropic planning to create meaningful impact

Meet the speakers

Wolfe Tone

Wolfe Tone

Vice Chair, US Deloitte Private Leader

Wolfe is the Vice Chair–US Deloitte Private Leader. In this role, he oversees the US Deloitte Private practice, which serves more than 8,000 clients including privately held businesses, family enterprises, family offices, private equity funds and related portfolio companies, emerging growth companies, and high-net worth individuals. Deloitte Private provides these organizations and individuals with audit and assurance, tax, consulting, and risk and financial advisory services to help them address today’s complex challenges and identify tomorrow’s opportunities. Wolfe is also actively engaged as a client service partner leading engagement teams that provide a variety of tax compliance and consulting services, corporate restructuring, M&A diligence and advisory services, IPO planning, and sophisticated wealth transfer planning. Prior to leading the US Deloitte Private practice, Wolfe was the US Deloitte Private Tax leader and a tax partner. With more than two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, manufacturing, and distribution clients, ranging from startup ventures to Fortune 500 multinational organizations. He has concentrated his professional efforts on advising complex, privately held organizations and in-bound companies.

Craig Janes

Craig Janes

Partner | Deloitte Tax LLP

Craig has extensive experience in general estate, gift, and trust planning with an emphasis in transfer tax compliance, transfer tax controversies, estate administration and termination, and estate tax financing. Craig also specializes in generation-skipping transfer taxation, investment dispositions, transfer tax valuation, fiduciary income taxation, and the use of family limited partnerships. Craig is a frequent speaker and author on various topics including new technical developments in the estate, gift, and trust area; generation-skipping taxation; family limited partnerships; grantor retained annuity trusts; and estate and gift tax return risk management. Craig is an editorial board member of and frequent contributor to Estate Planning. He is the co-author of Bloomberg BNA Tax Management Portfolio “Estate, Gift, and Generation-Skipping Tax Returns and Audits,” No. 822. Craig has a Bachelor of Arts in accounting from Utah State University and a Master from the University of Texas.

Eddie Gershman

Eddie Gershman

Managing Director | Deloitte Tax LLP

Eddie specializes in tax and financial planning for high net worth individuals, family offices, and C-suite executives. He is the Individual Income Tax Competency technical leader and serves clients in the Private Wealth sector of the Investment Management industry practice. He works closely with Deloitte tax specialists worldwide to track and analyze technical developments and help clients understand and plan for them. Eddie is a frequent speaker at events sponsored by Deloitte and other organizations including the American Institute of CPAs (AICPA) and Money Management Institute. He is a member of the AICPA Individual and Self-employed Technical Resource Panel through which he regularly contributes to The Tax Adviser. He also leads the team that produces the chapters on individual taxation in Deloitte Tax’s annual Essential tax and wealth planning guide. In addition to his tax endeavors, Eddie is active in his community where he has held multiple leadership positions on the Near North Montessori School board of directors and was previously a board member of the Center for Economic Progress. Eddie holds a BS in accounting from Indiana University.

Jeff Kummer

Jeff Kummer

Managing Director | Deloitte Tax LLP

Jeff specializes in US tax policy. He oversees a team of tax policy professionals who monitor US tax legislative and regulatory developments to develop articles for Deloitte Tax’s weekly newsletter, Tax News & Views, and in-depth publications on issues such as the US deficit and US tax reform. He also provides insights on these same developments to tax leaders throughout the US. His Capitol Hill experience includes working on tax and budget issues for former US Senator and Senate Finance Committee member Steve Symms, R-Idaho. Jeff is a frequent speaker at Deloitte-sponsored tax and industry events, as well as events sponsored by industry groups such as Tax Executive Institute, American Petroleum Institute, and Financial Executives International. Jeff holds a BS in political science from University of Idaho and an MBA from Johns Hopkins University.

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Thursday, 11 Nov 2021 02:00 p.m. ET
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