The planning landscape is continuously evolving, and weighing objectives through a multi-faceted approach is increasingly important. Join Andersen professionals for a discussion of the year-end decisions that matter most to ultra-high-net-worth individuals, families, and the advisors who serve them. Our speakers will share what they are currently seeing in the marketplace, as well as actionable approaches you can use to prepare for the year ahead.
Join Andersen's tax and valuation professionals for a focused discussion about today's liquidity environment. In an environment where valuations are climbing earlier in the lifecycle, secondary market opportunities are expanding, traditional equity compensation plans are not always meeting the needs of employers and employees, and companies are taking diverse paths to liquidity, understanding the tax and valuation implications is critical.
Key considerations that can shape an AI company’s exit strategy.
As year-end rapidly approaches, it's a critical time for payroll and global mobility teams to make sure their processes are accurate and on track.
Join Jim Clouse from the Andersen Institute for Finance and Economics, and Louise Sheiner of The Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution,
Effective tax planning requires a coordinated view across the entire fund structure, as decisions at one level can create tax consequences elsewhere.
The global economy is undergoing a profound transformation driven by tectonic forces reshaping the economic and financial landscape.
As year-end approaches, real estate owners, investors, developers, family offices, and fund managers face a rapidly evolving landscape shaped by market conditions, tax considerations, financing trends, and investment opportunities.
Featured Content
The CFO Series: Summertime Tax Planning
Learn how the current economic landscape and OBBBA developments can create actionable tax planning opportunities.
Read More
2026 Wealth Planning Strategies & Leading Practices
Explore comprehensive wealth planning strategies tailored for ultra-high-net-worth individuals, families, and their advisors.
Read More
Andersen Events
Discussion of the year-end priorities for ultra-high-net-worth individuals, families, and their advisors.
Read More »
Pamela Grewal is presenting at the Hawaii Tax Institute's 63rd Annual In-Person Conference on November 15-19, 2026
Read More »
Clarissa Cole, Elizabeth Plawner, Joshua Brandman present on Nonresident Alien Estate / Gift Tax Issues webcast
Read More »
Lynda Ngo and Adam Schwartz will present Mission Mobility: Balancing the Tax Equation at WERC
Read More »
Adam Schwartz and Lynda Ngo will present on mobility tax issues affecting globally mobile employees
Read More »
Bryan Collins to Present at PLI’s Tax Strategies for Corporate Transactions Program
Read More »
Pamela Grewal, a managing director, is presenting at the 42nd Annual UCLA Extension Tax Controversy Conference
Read More »
Carl Fiore is a featured speaker at the 2026 Federal Tax Institute of New England
Read More »
Daniel Gespass a featured speaker at the North Carolina Bar Association’s Annual Planning & Fiduciary Law Program
Read More »
Andersen Managing Directors Joe Calianno and Sean Dokko are presenting on international tax topics.
Read More »
Pamela Grewal presenting at IRS Conference July 15–17; panelist on ethics, penalties, and tax privileges on July 16
Read More »
Clarissa Cole and Benjamin Spilka present June 23 webcast on U.S. Gold/Platinum cards, tax + immigration issues.
Read More »
Several members of Andersen will be presenting at the 18th Annual New York University (NYU) Tax Controversy Forum.
Read More »
Andersen Managing Directors Mandy L. Wu, Dennis Minich, Amanda Beittel, and Clarissa Cole are featured speakers at
Read More »
Andersen Managing Director Bryan Collins will present at the Tax Executive Institute (TEI) Houston Chapter’s 2026 M
Read More »
The webcast focuses on the substantial changes the One Big Beautiful Bill Act.
Read More »
On July 17, as part of the Advanced International Taxation program, Joe and Sean are panelists for the session titl
Read More »
Andersen professionals will be featured speakers at upcoming Tax Executives Institute (TEI) events.
Read More »