Tom Handler will be speaking at the Family Office Association Investment Forum on "Merits of Structuring (and How) as an Investment Focused Virtual Family Office: The Time is Now!" on March 16th in Palm Beach, FL.
Tom Handler Will be a panelist at the Opal Financial Group Family Office Winter Forum for the session “The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs” on March 1st in New York, NY.
Eric Kalnins will be speaking at the Northern Illinois Commercial Association of Realtors luncheon regarding “The Impact of Tax Changes to CRE & What to Expect in 2018” on February 27th in Oakbrook, IL.
Tom Handler attended the the Family Wealth Alliance Partner Summit as the Event Chairman on February 11th and 12th in Palm Beach, FL.
We are pleased to share the most recent edition of our firm's Legal & Tax Trends newsletter. Read the Winter 2017 newsletter here.
Eric Kalnins presented on "What a European Company Should Know About Doing Business in the United States" to various Latvian businesses and Latvian government officials on Friday, October 27th at the Waldorf Astoria in Chicago.
Tom Handler spoke at the Opal Financial Group Annual Family Office West Forum on October 25-27, 2017 in San Jose, CA.
Tom Handler spoke at the Family Wealth Alliance Forum in Chicago on October 17-19, 2017.
Tom Handler spoke at the IMN Real Estate Family Office and Private Wealth Management Forum in Chicago on September 25th and 26th. Topics included Planning Ahead: Generational Transitions and The Enterprise Family.
Tom Handler conducted the webinar "LLC Structures and Risk Management" for USI Corporate on September 29th.
Eric Kalnins spoke at the Ernst & Young Family Office Event regarding "Structures of a Family Office" in Chicago on May 23rd.
Tom Handler spoke at the Practicing Law Institute's International Estate & Tax Planning Seminar about U.S. Family Office Structures and Operations for Global Families on May 22nd in New York City.
Steve Thayer spoke at the Alternative Investing Forum for Family Offices about direct investing at the University Club of Chicago on May 4th.
Mike Whitty presented at the AFHE 2017 Annual Conference & Membership Meeting in Miami, Florida regarding Family Office Formation – Whether, When and How on April 28th.
Ben Hughes presented at the Small Business Owner's Symposium hosted by Carter Dillon Umbaugh LLC regarding corporate structures and business planning opportunities in Valparaiso, IN on April 27th.
Ben Hughes was a CLE presenter at the Chicago Bar Association where he discussed the topic "Business Operations and Expansion Through Property Income Tax Planning" on March 28th.
Tom Handler was a presenter at the Chicago Bar Association's Trust Law Seminar on March 23, 2017 and discussed estate planning, buy-sell agreements and governance.
Tom Handler was on the Expert Tax Panel for the Family Wealth Alliance Conference in Chicago, Illinois on March 15, 2017.
Tom Handler was interviewed on a on the webcast "Real Estate Tax Strategies for Family Offices" for Institutional Investor and their Family Office Network discussing global family offices on March 8th. Listen to the interview here.
Tom Handler attended the 2017 Family Wealth Report Awards Dinner as both a judge and award nominee in New York, New York on March 2, 2017.
Tom Handler spoke on the panel How to Structure your Family Office: The Evolution of the Modern Day and the Future at the Opal Financial Group Family Office Winter Forum in New York, New York on March 1, 2017.
Tom Handler was quoted in the article "Preserving the Family Fortune: If you think accumulating a king's ransom is difficult, try holding onto one" in Real Assets Adviser by Steffi Claiden published March 1, 2017. Read the article here.
Eric Kalnins spoke at the Chicago Bar Association's Federal Taxation Committee meeting on February 28, 2017.
Tom Handler conducted a webcast for The Family Wealth Alliance on advanced tax and estate planning on February 22nd.
Tom Handler was on the panel Remaking Income Tax & Wealth Transfer Strategies at the 2017 Alliance Partner Summit for the Family Wealth Alliance on February 9, 2017 in Houston, Texas.
Tom Handler was the Chairperson of the 2017 Alliance Partner Summit for the Family Wealth Alliance, February 7-9, 2017 in Houston, Texas.
Mike Whitty presented to the Chicago Bar Association on November 22, 2016 regarding year-end tax planning and proposed laws.
Tom Handler spoke on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices at the Opal Financial Group Family Office Private Wealth West Forum in Napa Valley, California on October 26, 2016.
Tom Handler is the 2016 Chairperson of the Family Office Association's Napa forum, October 24-25, 2016 in Napa Valley, California.
Steve Thayer spoke on the panel Direct Investing: What are Your Options at the Family Wealth Alliance 2016 Fall Forum in Philadelphia, Pennsylvania on October 19, 2016.
Ben Hughes spoke on "What the Rich and Powerful Know That You Do Not - Insights on Advanced Tax and Business Planning" at a conference sponsored by Dillon-Umbaugh Wealth Management in Plymouth, IN on September 30, 2016.
Tom Handler was on the panel Making Legal Mountains out of Legal Molehills...When To and When Not To at the New York State Society of CPAs Family Office Committee Seminar, September 22, 2016 in New York, NY.
Tom Handler was the keynote presenter on the panel Advanced Planning: The Changing Landscape of Income, Gift & Estate Taxation at the Annual Family Wealth Report Asset Allocation Summit, September 21-22, 2016 in New York, NY.
Tom Handler was the keynote speaker on the panel Setting up Your Family Office & Building Your Family Office's Capabilities and will be moderating the panel Defining Niche Investments and Finding & Evaluating Alternatives at IMN's 1st Annual Real Estate Family Office and Private Wealth Management Forum, September 12-13, 2016 in Chicago.
Tom Handler and Steve Thayer were quoted on living trusts and other tax-free ways to pass down property in the July 22nd Realtor.com article You're Going to Die—Here Are the Best Ways to Deal With Your Home, by Warren Christopher Freiberg.
Tom Handler spoke on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices at the Opal Financial Group Family Office and Private Wealth Management Forum in Newport, Rhode Island on July 18, 2016.
Mike Whitty spoke on Planning and Administration for Unusual Assets: Artwork, Pets, Guns, Planes, Wine, and (where legal) Cannabis at the American Law Institute CLE Annual Summer Program on Estate Planning in Depth at the University of Wisconsin Law School in Madison, Wisconsin on June 27, 2016.
Mike Whitty presented on How ACTEC Attorneys Can Work Best with Family Offices at the American College of Trust & Estate Counsel (ACTEC) Summer Meeting in Boston, June 18, 2016.
Tom Handler presented Structuring Family Offices and Private Trust Companies at the Chicago Bar Association's Trust Law Committee meeting on May 9, 2016.
Tom Handler delivered the keynote presentation on Best-in-Class Advanced Planning Structures & Strategies at the 4th Private Banking and Family Office Summit in New York on April 28, 2016.
At the Family Wealth Alliance Chicago Regional Conference, Tom Handler will be moderating a panel on family office client acquisition and relationships at the Union League Club of Chicago on April 7, 2016.
Andrew Morton discussed crowdfunding site FanAngel.com and its shift toward philanthropic giving as a nonprofit facilitator of athletes' charities in the March 24, 2016 TaxNotes.com article "Operating Change Eases Tax Work for Sports Crowdfunding Site," by David van den Berg.
Tom Handler will speak on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices for 2016 and Beyond at the Opal Financial Group Family Office Winter Forum in New York City on March 8, 2016.
Steve Thayer was quoted on homestead exemptions in the March 4th Realtor.com article Why Doctors Buy Bigger Homes Than Lawyers (and What It Means to You), by Judy Dutton.
Eric Kalnins is speaking on offshore trusts and disclosure of offshore accounts at the Chicago Bar Association’s Federal Tax Committee meeting on February 23, 2016.
Eric Kalnins was featured at length in the February 21st Deposit Accounts online article "Are You Keeping Secrets from Uncle Sam Overseas?" by Sheryl Nance-Nash.
Tom Handler will speak on the panel debate Defining the Role and Responsibilities of the Family Office at the LegalWeek Private Client Forum Americas, being held at Rosewood Tucker's Point, Bermuda, February 10-12, 2016.
Andrew Morton is the guest speaker at the Estate & Gift Taxes and Fiduciary Income Tax Luncheon for the American Bar Association's Section of Taxation 2016 Midyear Meeting being held January 28-30, 2016 in Los Angeles.
Mike Whitty’s outline “Estate Planning for Business Owners” (featured at the ALI-CLE Estate Planning in Depth Course in Madison, WI in June 2015) will be published in the January 2016 issue of ALI-CLE’s magazine, The Estate Planning Course Materials Journal.
Handler Thayer, LLP Legal & Tax Trends Update. December 2017.
Handler Thayer, LLP Family Office Outlook. March 2017.
Handler Thayer, LLP Legal & Tax Trends Update. October 2016.
Handler Thayer, LLP Tax Alert. September 2016.
Handler Thayer, LLP Tax Alert. February 2016.
Handler Thayer, LLP Tax Alert. August, 2015.
Handler Thayer, LLP Legal and Tax Trends Update. Summer 2015.
Handler Thayer, LLP Family Office Outlook 2015. March 2015.
Handler Thayer, LLP Family Office Update. December 1, 2012.
Handler Thayer, LLP Tax Alert. October 1, 2012.
Handler Thayer, LLP Family Office Outlook 2012. Summer, 2012.
Handler Thayer, LLP Tax Alert. January 26, 2012.
Tax Alert. Spring, 2011.
Family Office Outlook. Spring, 2011.
February 2011 Tax Alert. February, 2011.
January 2010 Tax Alert. January 11, 2010.