CFA Institute Webinar

New Regime (US) Tax Strategies for High-Net-Worth Investors

Join this live broadcast from the 2019 Wealth Management Conference to hear Robert N. Gordon discuss how to make the most of the challenges and opportunities in the new US tax environment.

Overview

  • What does the end of itemized deductions mean for HNW investors?
  • How to exploit (or not) the friendlier tax treatment for REITs and MLPs
  • Are family corporations a new asset location for HNW families, and what’s the sweet spot for opportunity zone investment?

Please register here