Hidden Gems in the CARES Act for Family Offices

17 Apr 2020
1:00pm - 2:00pm EDT

Register Here

Join us on a live webinar with Dan Rahill, Wintrust Wealth Services, who will address key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Dan will provide a high-level overview of the provisions most relevant to family offices contained in the Act, including:

  • employee retention tax credits,
  • payroll tax deferral
  • retirement accounts,
  • tax changes, and
  • small business loans or benefits.

 

Benefits of attending

  • No cost to attend
  • All participants receive a copy of the webinar materials after the event. 
  • Opportunity for questions and feedback
  • Unbiased, third-party family office education
  • 60 minutes -- maximum value for time

 

About Dan…

Daniel F. Rahill is a managing director and senior vice president at Wintrust Wealth Services, where he works with clients to determine their financial objectives and develop strategies for their tax, estate, investment, philanthropic, and family capital needs. Dan works closely with shareholders and privately held businesses on mergers, acquisitions, divestitures, and succession planning. He also advises wealthy families on tax minimization, wealth preservation, and family office management.

Previously, Dan was with KPMG for 27 years, where he held numerous leadership roles, including tax managing partner of the Chicago Metro Business Unit and trustee of the KPMG Foundation. He served as the lead partner on many of KPMG’s high-profile multinational accounts, privately held companies, and family offices. Prior to KPMG, Dan practiced law in Chicago, specializing in tax and estate planning. He began his career in audit with Ernst & Young.

Dan frequently lectures to CPA societies, bar associations, family office organizations, trade and industry groups, and universities. He is often published and quoted in publications including Chicago Tribune, Crain’s Chicago Business, ABC7, Yahoo Finance, and the Illinois CPA Society’s Insight Magazine. Dan is a former chairman of the Illinois CPA Society and serves on three academic advisory boards and several nonprofit boards and committees.

Register Here

Additional Resources

The CARES Act: Part Three of the COVID-19 Relief Effort

Market Update – April 1, 2020

17 Apr 2020
1:00pm - 2:00pm EDT

Google Calendar
iCal

Bookmark/Share