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Tax & Wealth Planning Conference

  • Recorded Sessions
  • Thought Leaders

2024 Tax & Wealth Planning Conference: Wednesday, May 15

Bilzin Sumberg's annual Tax & Wealth Planning Conference brings together industry leaders and practitioners from across the globe to discuss the intricacies of international and domestic U.S. tax issues for high net worth individuals and companies. The panelists and speakers of this invite-only event cover the timely, salient, and multifaceted issues facing the industry as it continues to evolve. This year’s topics include the tax and non-tax planning considerations for a second passport, common structures and issues relevant to non-U.S. persons investing in U.S. real estate, and the basics of cryptocurrency along with tax considerations and initial planning observations. As in previous years, the conference serves as an excellent forum for networking with peers and exchanging valuable information.


Financial advisors, accountants, family offices, foreign attorneys, tax directors, and trust advisors who are working with multinational companies, closely-held businesses, and high net worth individuals engaged in cross-border business or investments.

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Recorded Sessions