On Thursday, June 23, Andersen hostedthe 2022Family Office Roundtable led by a team of Andersen speakers which included Managing Directors Mary Duffy, Carl Fiore, Paige Goepfert, Nicholas Lagoni, Deborah McGee and Director Jacob Seitz. The roundtable also featured severalexternal speakers from various well noted organizations in the family office space.

Session details and timing are included below:

Session 1: Technology Considerations and Best Practices for Family Offices

• This session covered a potpourri of technology best practices family offices adopt in the key areas of bookkeeping, tax tracking, financial reporting and planning.

Session 2: Should My Family Office Invest in Cryptocurrency?

• This session covered some of the issues, planning opportunities and reporting requirements that family offices should consider when investing or contemplating an investment in cryptocurrencies.

Session 3: What to Do About Pass-Through Entity Tax Elections?

• This session coveredthe various state, federal, and transfer tax issues implicated by making the PTE election.

For further info on this roundtable and to access the on-demand version, please click below:

Access the on-demand version here