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Tax Trends: Quarterly tax roundtable
October 9, 2025 @ 1:00 pm – 2:00 pm EDT
Join us as we continue our quarterly Tax Trends webinar series on Thursday, Oct. 9. This engaging session will provide valuable insights for professionals navigating the evolving tax landscape. We’ll explore timely tax topics related to the One Big Beautiful Bill Act (OBBBA), including:
- Evaluating the impact of the OBBBA on employer-provided fringe benefits
- Analyzing the expanded executive compensation rules under the OBBBA and their implications for deduction limits and excise taxes
- Applying strategic tax planning techniques for equity compensation, in light of OBBBA changes
Presenters
- Christine Faris, Director, Baker Tilly
- Jessica Jeane, Director, Baker Tilly
- Aneta Stefaniak, Senior Manager, Baker Tilly
Learning objectives
After completion of the webinar, participants will:
- Understand the permanent and modified provisions related to student loan assistance, transportation, meals, dependent care and paid family leave
- Assess compliance requirements and planning considerations for each benefit type
- Apply inflation adjustments and new thresholds to benefit plan documentation and employee communications
- Interpret the broadened aggregation rules for publicly held corporations and the expanded definition of “covered employees”
- Assess the impact of the $1 million deduction limit and excise tax on tax-exempt organizations
- Develop strategies for tracking compensation across controlled groups and restructuring executive pay plans
- Understand alternative minimum tax (AMT) exposure for incentive stock options (ISO) exercises and evaluate timing strategies to minimize liability
- Leverage charitable giving and disqualifying dispositions to offset tax burdens
- Identify opportunities for Qualified Small Business Stock (QSBS) treatment and plan around liquidity events to maximize capital gain exclusions
Information about CPE eligibility
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.
Level: Overview
CPE credit: One (1) hour total credit
Field of study: Taxes
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
