Jason Kohout Speaks at Family Office Exchange’s 2023 Family Office & Wealth Advisor Forum

Foley & Lardner LLP partner Jason Kohout, co-chair of the firm’s Family Office Team,  served as a panelist at the 2023 Family Office Exchange (FOX) Family Office and Wealth Advisor Forum.

During the 2023 Regulatory, Trust, Tax and Estate Planning Update segment, Kohout discussed how to navigate key challenges and opportunities for clients presented by recent and potential income tax, trust, and estate planning laws, regulations, and cases. He also assessed the potential impact of the Corporate Transparency Act on reporting requirements in 2024.

FOX’s Family Office and Wealth Advisor Forum brings together family office executives and advisors in the high-net-worth industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve.