Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Family Office Series Pt. 2: Top 5 Tax Planning Trends
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Manage episode 317273548 series 1614268
Content provided by Middle Market Growth and Middle Market Growth Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Middle Market Growth and Middle Market Growth Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode is brought to you by RSM US, a leading audit, tax and advisory firm. RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world. It's part of a five-part series highlighting issues relevant to family offices. **** In this episode, RSM’s family office tax leaders Ben Berger and Tommy Wright join the podcast to discuss five key areas that family offices should focus on. They explain potential tax policy changes related to charitable giving and estate planning and offer various strategies that family offices can use as they plan for 2022 and beyond. Berger also walks through the implications for a family office's choice of entity, and Wright explains why succession planning and governance are especially important for family offices today. (Succession planning and governance will each be discussed further in later episodes of this podcast series.) Finally, the two talk about planning, reporting and the role of technology, and how integrated tools like RSM's FamilySight can address the needs of modern family offices. To learn more about RSM, visit rsmus.com/familyoffice . **** The Middle Market Growth Conversations podcast is produced by the Association for Corporate Growth. To learn more about the organization and how to become a member, visit www.acg.org.
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140 episodes
MP3•Episode home
Manage episode 317273548 series 1614268
Content provided by Middle Market Growth and Middle Market Growth Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Middle Market Growth and Middle Market Growth Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode is brought to you by RSM US, a leading audit, tax and advisory firm. RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world. It's part of a five-part series highlighting issues relevant to family offices. **** In this episode, RSM’s family office tax leaders Ben Berger and Tommy Wright join the podcast to discuss five key areas that family offices should focus on. They explain potential tax policy changes related to charitable giving and estate planning and offer various strategies that family offices can use as they plan for 2022 and beyond. Berger also walks through the implications for a family office's choice of entity, and Wright explains why succession planning and governance are especially important for family offices today. (Succession planning and governance will each be discussed further in later episodes of this podcast series.) Finally, the two talk about planning, reporting and the role of technology, and how integrated tools like RSM's FamilySight can address the needs of modern family offices. To learn more about RSM, visit rsmus.com/familyoffice . **** The Middle Market Growth Conversations podcast is produced by the Association for Corporate Growth. To learn more about the organization and how to become a member, visit www.acg.org.
…
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140 episodes
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