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HFOP Module 3 - Tax Considerations

Time limit: 90 days

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Full course description

In this module, we have two lectures. Matt Sung and Nigel Hobler of KPMG discuss tax-related considerations for the family office investment structure. In their lecture, Matt and Nigel primarily focus on corporate taxes, but in the final section, Nigel introduces the concept of taxation for family members. Our second lecture is given by Craig Kemsley of Calibrate Partners drills down further into the factors that influence the personal taxation of family members.