As noted in the article, viewpoints vary widely on whether taxing the wealthy can fix the economy, and the proposed solutions "are entwined with questions of economic fairness, mobility and efficiency." The task force participants formulated recommendations including closing inheritance loopholes; increasing tax compliance; and improving benefits for working families.
Warren Whitaker, Dina Kapur Sanna, Sarah Jacobson and Carl Merino co-authored a 2022 update to the white paper, entitled "U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline."
Day Pitney Family Office Associate Jaclyn M. D'Esposito authored an article with Family Office Exchange's Chief Learning Officer Mindy Kalinowski titled, "The Rising Generation's Role in Family Offices," for WealthManagement.com.