Gresham’s Chief Wealth Strategist, Kim Kamin, Co-Presented “2024 Wealth Transfer Planning: What is (or should be) top of mind?” for FOX Family Office and Wealth Advisor Forum

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented “2024 Wealth Transfer Planning: What is (or should be) top of mind?”  for FOX Family Office and Wealth Advisor Forum, she was accompanied by Barbara Grayson, Partner at Willkie Farr & Gallagher LLP.  This presentation discussed two approaching deadlines: the Corporate Transparency Act (CTA) reporting slated for December 31, 2024 and the sunsetting of bonus transfer tax exemptions under the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. They covered what family offices and UHNW families are thinking about as they prepare for both events while protecting client privacy, utilizing available exemptions, and maximizing future optionality.  

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.