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Tax reform in motion
July 17, 2025 @ 11:00 am – 12:00 pm EDT
Event overview
The One Big Beautiful Bill Act (OBBBA), signed into law on July Fourth, brings significant tax changes affecting closely held businesses, individual owners and multinational enterprises.
Join RSM tax professionals on Thursday, July 17, for two focused webinars breaking down what this sweeping legislation means for your tax planning and compliance strategy now and in the years to come.
Session 1
OBBBA tax updates for closely held businesses and their owners
Time: 11:00 a.m.–12:00 p.m. ET
A timely and practical overview of the OBBBA, focused on helping high net worth individuals and private company owners make informed tax decisions for Q3 estimated payments and beyond. Attendees will gain a clear understanding of what has changed, what’s urgent, and what’s on the horizon as it relates to how their tax profile aligns with their business and personal goals.
The session will break down:
- Key provisions that require no immediate action but are important to understand
- Individual-related provisions that may warrant proactive planning
- Business-related provisions that could impact entity-level decisions
- Estate planning update
Who should attend: Private business owners, family offices and advisors serving clients with complex ownership structures or pass-through entities
Learning objectives:
By the end of this session, participants will be able to:
- Identify key OBBBA provisions that impact individual and business tax planning
- Evaluate which changes require immediate action versus long-term consideration
- Assess how new rules affect entity-level decisions and individual tax profiles
RSM presenters:
- Andy Swanson, Partner
- Jamie Sanders, Partner
- Amber Waldman, Senior Director
Session 2
International tax changes for multinational companies under OBBBA
Time: 2:00–3:00 p.m. ET
The OBBBA ushers in the most sweeping overhaul of U.S. international tax rules since the Tax Cuts and Jobs Act of 2017. Attendees of this session will gain an understanding of the OBBBA’s immediate and far-reaching implications for multinational enterprises, including global tax planning, compliance and reporting.
Key topics:
- Transition from GILTI to net CFC tested income (NCTI)
- FDII reimagined as foreign-derived deductible eligible income (FDDEI)
- Expanded foreign tax credit and deemed paid credit rules
- Changes to BEAT and new compliance expectations
- Key planning tips and what to do next
Who should attend: Tax leaders and professionals at multinational companies
Learning objectives:
By the end of this session, participants will be able to:
- Describe how GILTI, FDII, and foreign tax credit rules are changing under OBBBA
- Understand new compliance requirements related to BEAT and CFC attribution
- Apply planning considerations to global tax strategy in light of 2026 changes
RSM presenters:
- Amy Valentine, Partner
- Greg Pudenz, Partner
- Adam Chesman, Senior Director
- Lynn Dayan, Manager
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credit per webcast
