Handler Thayer, LLP

2018 Speaking Engagements

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