| DATE |
ATTY |
TOPIC |
SPONSOR/CONFERENCE |
LOCATION |
| 2/11 – 2/13 |
TJH |
Event Chairman |
Family Wealth Alliance Partner Summit |
Palm Beach, FL |
| 2/22 |
TJH |
Impact of Tax Reform |
Jim Fried with Fried on Business |
Radio Interview |
| 2/27 |
EEK |
The Impact of Tax Changes to CRE & What to Expect in 2018 |
Northern Illinois Commercial Association of Realtors |
Oakbrook, IL |
| 3/1 |
TJH |
The Modern Day Family Office; How to Properly Structure & Select Resources That Fit Your Family’s Needs |
Opal Group – Family Office Winter Forum |
New York, NY |
| 3/16 |
TJH |
Merits of Structuring (and How) as an Investment Focused Virtual Family Office: The Time is Now! |
Family Office Association Investment Forum |
Palm Beach, FL |
| 3/29 |
TJH |
Heard From Clients: Will I Ruin My Family If I Give Them Too Much Money? |
Private Luncheon |
San Francisco, CA |
| 4/5 |
TJH |
Family Office Round Table – A conversation about the issues of greatest concern to the world’s wealthiest families with industry insiders |
Financial Policy Council |
New York City, NY |
| 4/19 |
MDW |
2018 Tax Update for Family Enterprises |
Attorneys for Family Held Enterprises Annual Conference |
Phoenix, AZ |
| 4/25 |
EEK |
Blockchain and Cryptocurrencies – What Are They and What Are The Tax Consequences |
Chicago Bar Association |
Chicago, IL |
| 5/15 |
TJH |
Virtual Family Offices: Advanced Planning Strategies |
Empowered Wealth Symposium |
Chicago, IL |
| 5/21 |
TJH |
Taxpayer Flight |
WGN Television News |
Nationwide Broadcast |
| 6/21 |
MDW |
Life Cycle of a Closely-Held Business – Special Industry Issues |
ACTEC Summer Conference |
Chicago, IL |
| 6/26 |
TJH |
Family Office Governance & Culture |
Mariner Wealth Advisors |
Kansas City, MO |
| 6/27 |
TJH |
Moderator, Forming a Family Office Panel |
Handler Thayer Family Office Conference |
Chicago, IL |
| 6/28 |
EEK |
What a European Company Should Know About Doing Business in the U.S. |
World Latvian Economics & Innovations Forum |
Eastern Europe |
| 6/28-6/29 |
TJH |
Advanced Planning under the TCJA |
Wentworth PKS RIA Event |
Chicago, IL |
| 7/23 |
SJT |
How to Start a Business After College |
University of Illinois |
Podcast |
| 7/30-7/31 |
MDW |
Tax Effects of Tax Cuts and Jobs Act, 2017 |
Wisconsin Association of Accountants Annual Conference |
Wisconsin Dells, WI |
| 7/30-7/31 |
EEK |
Discussion on Taxes |
Wisconsin Association of Accountants Annual Conference |
Wisconsin Dells, WI |
| 9/11 |
MDW |
Special Industry Concerns as They Relate to Estate Planning for Family Businesses |
ACTEC Foundation |
Podcast |
| 9/13 |
SJT |
Private Investing Playbook – Deal Terms-Negotiating the Best Terms of Protecting your Family Office |
Family Office Connect Midwest 2018 |
Chicago, Illinois |
| 10/9 |
SJT |
Private Equity: Is Smart Money the Right Fit for Retail Investors? |
ADISA 2018 Annual Conference |
Las Vegas, Nevada |
| 10/26 |
MDW |
A Jane Austen Festival for Family Firms and Advisers |
Family Firm Institute |
London, England |
| 10/24-10/26 |
TJH |
The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs |
Opal Family Office Forum West |
Napa, CA |
