CBMS Partner Yvonne R. Cort served as a speaker during a Taxpayer Assistance Corporation (TAC) seminar on June 24, 2026, addressing tax considerations impacting family offices and high-net-worth individuals.
During the seminar, Yvonne discussed key family office tax issues, including entity structuring, compliance considerations, tax planning strategies, and the evolving regulatory landscape affecting wealth management and multigenerational asset planning.
Event Details
Event: Family Office Tax Issues
Organization: Taxpayer Assistance Corporation (TAC)
Date: June 24, 2026
Format: Seminar
Speaker: Yvonne R. Cort
Topic: Family office tax planning, compliance, and structuring considerations