This roundtable will focus on how 2020 has impacted family businesses and their owners, including key considerations such as year-end tax planning, aligning family and business strategies, governance and other important issues.

Special Guests: Wendy Diamond, Tax Partner, National Tax Leader for Private Wealth, Deloitte Tax LLP, Michael Nathanson, Chairman and Chief Executive Officer of The Colony Group, and Wolfe Tone, US Deloitte Private Tax Leader, Deloitte Tax LLP.

Moderated by: Juliet Scott-Croxford, CEO of Worth

If you’d like to be considered to attend, please email community@worth.com.