Free Live CPE Calendar

Year End Tax Updates for Businesses
2024-11-21 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
New laws effective in 2024 have changed the tax landscape for businesses. Congressional action, as well as new cases and IRS guidance, all affect your clients; they need your guidance in planning for 2024 taxes and beyond.

This one-hour CPE session presented by experienced practitioner and instructor Barbara Weltman, J.D., will provide an update on critical year-end tax steps for businesses.

Learning Objectives:

What’s new for 2024 returns

Highlights of important tax issues in 2024

Tax rules that will or could change the current year and beyond

Last-minute tax actions

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Taxes

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

Enhancing and Elevating Retirement Plans: Key Updates and Inclusive Strategies
2024-11-21 12:00 - 13:00
Join us for an engaging complimentary webinar where we’ll explore the latest updates in retirement plan management.

Our speakers will cover key aspects of the SECURE Act 2.0, effective use of plan forfeitures, strategies to boost employee engagement, and the importance of diversity, equity, and inclusion in plan management.

Don’t miss this opportunity to enhance your knowledge and elevate your retirement plan!

At the end of this session, you will be able to:

Identify the components of the SECURE Act 2.0 that will take effect or need consideration in 2025.

Identify when and how to appropriately use plan forfeitures to benefit your retirement plan.

Recall strategies to enhance employee participation in your retirement plan without increasing employer costs.

Describe the pros and cons of removing terminated employees’ balances from the retirement plan.

Recall how to manage your retirement plan with a focus on diversity, equity, and inclusion considerations.

Who should attend

This session is designed for plan sponsors, business owners, HR professionals, finance professionals, and employee benefits managers.

CPE

Recommended CPE: 1 credit, Specialized KnowledgePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet BasedView CPE sponsorship information

Pillar One, Amount B: Main Transfer Pricing Challenges for Taxpayers
2024-11-21 11:00 - 12:00
The report on Amount B of Pillar One, which provides for a simplified and streamlined approach to marketing and distribution activities, was approved and published by the Inclusive Framework on February 19, 2024, and its contents have been incorporated into the Organisation for Economic Co-operation and Development (OECD) Transfer Pricing Guidelines.

This simplified and streamlined approach is intended to increase tax certainty and reduce the compliance burden for both taxpayers and tax administrations, particularly those in low-capacity jurisdictions with limited resources. However, uncertainties exist regarding what jurisdictions would respect and/or adopt Amount B of Pillar One.

Join us for an informative webinar as we delve into the potential transfer pricing challenges and strategies to consider to help address these issues.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize what Pillar One, Amount B is, and what taxpayers are impacted.

Identify what developments already happened in Pillar One, Amount B.

Discuss what Pillar One, Amount B means to relevant taxpayers, and what taxpayers should do at the current stage.

CPE Information

1.00 CPE Credit (pending approval)

Up to one CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.ticipant attendance, during live broadcast.

ACA Compliance and Enforcement: Navigating Reporting Requirements, IRS Penalties, and the Legal Landscape
2024-11-20 14:00 - 15:00
The Affordable Care Act (ACA) continues to be in effect and vigorously enforced by the IRS. Employers must comply with all applicable federal and state health coverage mandates and reporting requirements. This is an opportunity to understand the current legal environment and how it impacts your organization and its current ACA strategy.

Join us and get critical insights on staying current regarding your ACA and state obligations. During this webcast, you will learn about:

Employer reporting requirements and related legislation

IRS ACA penalties and enforcement

ACA lawsuit landscape

ADP remains at the forefront of ensuring employers understand the complex compliance, financial, and strategic issues surrounding workforce management. Tap into our expertise to ensure you are in the best shape possible for future workplace changes that may come about along the way.

Join us today!

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.

Decoding Incurred Cost Submissions: A Roadmap to Compliance
2024-11-20 14:00 - 15:00
A comprehensive understanding of incurred cost submissions (ICS) can be crucial to successful government contracting, and a solid strategy can help mitigate risks associated with noncompliance.

Join us for our webcast, Decoding Incurred Cost Submissions: A Roadmap to Compliance and Success, to demystify the process of incurred cost submissions (ICS).

2024 Year-End Webinar Series
2024-11-20 14:00 - 15:00, 2024-11-20 11:00 - 12:00
Looking to prepare for year-end? Join our professionals for four days of content. Learn what’s trending in tax, audit, employee benefit plans, business combinations, M&A integration, and digital transformation. Participants are eligible for an estimated eight CPE credits.

Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over eight different sessions.

Ending the Year Right: Payroll, Compensation, & Benefits
2024-11-20 13:00 - 14:30
Event Overview

Your year-end reports must be completed accurately and in a timely manner, without exception. Eide Bailly is here to help. Join us for a discussion regarding updates and items to keep in mind as you prepare for year-end. During this session, we’ll cover information to help you correctly report W2s for 2024 and provide relevant updates for both federal and state compliance. In addition, we will discuss key compensation and benefits considerations and changes for year-end, including market movement for 2025, legislative and compliance updates, and common S-Corp compensation issues.

International Tax Updates: Year-End Planning Considerations
2024-11-20 13:00 - 14:00
Join us for an informative webinar and learn about recent international tax topics to help your business stay a step ahead into the new year. We’ll discuss the implications of the new dual consolidated loss regulations, Pillar Two, and nonresident aliens renting and selling U.S. real property.

Learning Objectives

Upon completion of this program, participants will be able to:

Discuss the new dual consolidated loss regulations and their implication on Pillar Two.

Describe Pillar Two updates.

Recognize actions to take as a nonresident alien selling or renting U.S. real property.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.

Navigating Unclaimed Property Compliance for Financial Institutions
2024-11-20 13:00 - 14:00
The financial services industry encounters unique challenges and obligations to comply with state unclaimed property laws. Key considerations include due diligence requirements, tracking owner activity and establishing the last date of contact for dormancy period application. These industry-specific regulations vary by state and are often contingent on specific circumstances.We invite you to join BDO’s Unclaimed Property professionals as they discuss what you need to know to comply with state escheat laws, and gain insight into the potential risks you may be facing as a holder within the financial organization industry. Topics include compliance requirements, activity standards and risk mitigation.

2024 Year-End Tax Planning Strategies for Individuals
2024-11-20 13:00 - 14:00
Join us to learn tax-saving strategies from experienced professionals.

2024 Year-End Tax Planning Strategies for Individuals

Date: Wednesday, November 20, 2024 at 1 – 2 P.M. ET

As we move towards the finish line of 2024, Cherry Bekaert’s Tax team invites you to stay ahead of the game with our tax-saving strategies and professional guidance. Our team will provide insightful analysis of the latest IRS guidance and critical court decisions that directly affect year-end tax planning.

Join us to take advantage of last-minute tax-saving opportunities and gain the knowledge needed to navigate the anticipated changes in tax laws coming in 2025.

Stay informed and be at the forefront of tax-saving excellence with Cherry Bekaert Tax.

Learning Objectives:

Evaluate the impact of 2024 tax law changes on individuals and develop strategies to address potential challenges

Analyze the latest IRS guidance and critical court decisions to enhance tax planning and maximize savings

Explore options for the seamless transfer of family wealth to future generations, ensuring financial security and continuity

Speakers

Sarah McGregor, CPA | Director, Tax Services

CPE Accreditation

Delivery Method | Group Internet Based

Recommended CPE credit | 1 hour CPE

Recommended Field(s) of Study | Taxes

CPE Capability | Technical Expertise / Problem Solving

Prerequisites | None

Program Level | Basic

Advanced Preparation | None

State income tax transformation: The role of data and automation
2024-11-20 13:00 - 14:00
Many tax departments are reaping the benefits of tax transformation and automation in their state income tax processes. The rapidly changing technology environment offers opportunities to streamline these processes but also poses new challenges. This webcast will highlight how technology tools can address common needs within the end-to-end state income tax cycle, from tax provision to return to provision (RTP) analysis. We’ll discuss:

The impact of data and technology on process transformation

The role of data wrangling, analytics, automation, and emerging technologies in enhancing efficiency and value

Generative AI as an enabling technology—present and future

2024 Compensation Trends and Year-End Planning Considerations
2024-11-20 12:00 - 13:00
Join us as we break down the recently released BDO 600 Compensation Studies of the pay practices for board members and CEOs/CFOs across a variety of industries and hear from compensation subject matter professionals and compensation committee members on their views and expectations for 2025 and beyond.

Register for the full Center for Corporate Governance Webcast Series.rom industry leaders to fortify your cybersecurity posture in 2024 and beyond.

The Political and Policy Landscape of the Trump Administration: A Post-Election Analysis
2024-11-20 11:00 - 12:00
Webcast overview

With Election Day now behind us, understanding how the results could impact the public policy landscape is a significant priority for the C-suite and Boards. To stay ahead of potential shifts, business leaders need to actively monitor changes and assess what the impact could be on their organizations.

As a follow-up to our October 22 pre-election webcast, KPMG LLP invites you to a 60-minute webcast that will explore the post-election geopolitical, economic, and tax policy landscape and discuss how the election results could drive the 2025 tax agenda and more. Our panel includes Jon Lieber, Head of Research and Managing Director at the Eurasia Group, along with the following KPMG professionals: John Gimigliano, Principal-in-Charge of Federal, Legislative & Regulatory Services (FLRS), Jennifer Acuña, Principal, FLRS, and Yelena Maleyev, Senior Economist.

During this webcast, we will discuss the post-election outlook for the following key topics:

The tax policy landscape for 2025 and impending tax cliff

The evolving geopolitical landscape and its associated global uncertainties

Economic insights for 2025, including inflation trajectories, labor market expectations and the path of interest rates

Annual Nonprofit Audit Update
2024-11-20 11:00 - 12:00
Event Overview

This session will provide an update from the Auditing Standards Board, with a focus on the key adjustments presented in SAS 143-149, as well as outline how the new standards impact previous audit procedures and reporting practices. Attendees will gain an understanding of the clarified focus on assertion-level risk assessments and the impact of significant estimates on audit risk assessments. This session will also investigate best practices identified from the implementation of the new standards and review upcoming standards and updates.

Pillar Two Technical Series: Computation of GloBE Adjustments
2024-11-20 11:00 - 12:00
Join us for an informative Pillar Two Technical Series session. In this in-depth webinar, we’ll explore the computation of Global Anti-Base Erosion (GloBE) adjustments. Our knowledgeable professionals will discuss the various adjustments required to determine GloBE income and provide practical insights into how they may impact your organization.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize various GloBE adjustments.

Describe the adjustments required to determine GloBE income.

Discuss how these adjustments may impact your organization.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast.

The Triggers & Importance of Business Interruption Claims
2024-11-19 14:00 - 15:00
With the recent significant cyber incidents such as CDK Global and CrowdStrike, along with fraud cases continuing to occur, many businesses are disrupted, pushing the need for business interruption claims. Should an event disrupt day-to-day operations, what business interruption strategies does your organization have in place? Join our forensics professionals during the last session of our 2024 Fall Forensics Institute, where we’ll navigate the ins and outs of business interruption claims, how this can help mitigate earnings loss due to interruptions, and what steps your organization should take first.

Learning Objectives

Upon completion of this program, participants will be able to:

Describe what business interruption claims are and the steps to take during an interruption.

Identify events that can trigger business interruption claims, such as the CDK Global and CrowdStrike outages.

Recognize ways business interruption claims may be used during litigation to discover loss of profits.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

State Tax Navigator quarterly series - November 2024
2024-11-19 14:00
Please join us for this installment of our quarterly webcast, which will focus on navigating complexities in state tax, with a specific focus on issues that are top of mind for tax professionals in the banking, capital markets & insurance (BCMI) sectors. In this webcast, panelists will:

Provide an update on state fiscal conditions, pending legislation of interest and policy watchlists

Highlight hot topics in state tax of relevance to BCMI sector participants

Explore particular state-specific issues for the BCMI sector: hear from our state tax desks, this quarter featuring Illinois and Massachusetts

Share an artificial intelligence/technology tidbit featuring a use case for BCMI sector members

We hope you can join us for this 60-minute, interactive webcast. We welcome and encourage you to ask questions.

Panelists

Tara Byron, State and Local/Indirect Tax, Ernst & Young LLP, Charlotte, NC

Jason Fletcher, State and Local/Indirect Tax, Ernst & Young LLP, Chicago, IL

Gary Holcomb, State and Local/Indirect Tax, Ernst & Young LLP, Portland, OR

Scott Roberti, State and Local/Indirect Tax Policy Leader, Ernst & Young LLP, Stamford, CT

Arwa Weisbrod, Tax, Technology & Transformation, Ernst & Young LLP, Kansas City, MO

Jason Zorfas, State and Local/Indirect Tax, Ernst & Young LLP, Boston, MA

Moderators

Karen Ryan, State and Local/Indirect Tax, Ernst & Young LLP, New York, NY

Arthur Gold, State and Local/Indirect Tax, Ernst & Young LLP, New York, NY

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax & Entertainment Growth Leader

Generating manufacturing and operations value with Generative AI
2024-11-19 13:00 - 14:00
Generative artificial intelligence (AI) presents a leap forward over existing AI capabilities in manufacturing by transforming traditional ways of working and unlocking new value levers. Explore how Generative AI can be applied to manufacturing operations, including use cases, impact, and considerations. We’ll discuss:

Improving operational performance through improved productivity by doing more with less

Maximizing Generative AI data readiness

How to be secure, vigilant, and resilient in addressing cyber risk

Driving Forces Behind Talent Challenges & Strategy Impact
2024-11-19 13:00 - 14:00
Join us for a webcast where we delve into Grant Thornton’s annual State of Work in America survey, revealing new strategies for leading, acquiring, and retaining top talent. Discover how addressing workforce shortages, providing timely constructive feedback, and championing employee development can enhance your organization’s ability to attract and retain a high-performing workforce. Learn how to refine your processes and policies to support your greatest assets—your people—while understanding and addressing the impacts on employee engagement, burnout, and overall wellbeing.

Date and time

Tuesday, November 19, 2024

1:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Interpret the current and fast moving headwinds of automation, future skills, workforce planning and new leadership models and showcasing its impact to organizations and workers

State the key findings of the survey and the impact to acquiring, developing, rewarding and retaining talent

Demonostrate opportunities to re-shape your talent strategy to better align your offerings and practices to achieve higher levels of engagement and satifaction

Report data insights that can be leveraged to set your priorities and tackle challenges

Preparing for Action: Understanding California’s Climate Rules
2024-11-19 13:00 - 14:00
Organizations in the U.S. doing business in California may have a new reporting requirement for fiscal year 2025 data starting in 2026. Operations meeting certain revenue thresholds will need to report annual greenhouse gas emissions data and issue a biennial climate-related financial risk report. Join us for an informative webinar, where we‘ll discuss California state senate bills (SB) 219, SB 253, and SB 261, the implications of the new regulations, and the next steps to consider to prepare for compliance.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize who must comply with California’s climate disclosure laws.

Describe disclosure requirements.

Outline steps to help prepare for assurance requirements.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Mastering Lease Accounting in NetSuite After ASC 842
2024-11-19 13:00 - 14:00
Learning Objectives

Examine the benefits of a central document repository, including available enhancements for internal controls and collaboration.

Recognize the reporting functionalities that can provide financial insight and improve lease management.

Review how automated, multi-layer data management can yield value with cost-saving benefits and efficiencies.

Preparing partnerships for IRS AI-powered audits
2024-11-19 13:00 - 14:00
Event overview

The IRS’ adoption of artificial intelligence (AI) to scrutinize partnerships marks a significant shift in tax enforcement. We’ve designed this webcast specifically for partnerships to prepare for these examinations. We will identify potential audit triggers and provide actionable strategies for tax planning and compliance. Register today to learn how to proactively manage risks and prepare for the possibility of an AI-driven IRS audit.

What to expect:

Insights into how the IRS uses AI to target partnerships

Identification of common audit triggers

Strategic tax planning approaches to mitigate IRS scrutiny

Tips for preparing for AI-driven IRS audits

Recognizing the impact of increased audits on due diligence

Who should attend: This webcast is tailored for partnerships, private equity professionals and high net worth individuals.Field of study: Management Advisory Services | CPE: 1.0 credits

Strategic Co-Sourcing of Internal Audits in Higher Education
2024-11-19 13:00 - 14:00
Higher education institutions face increasing regulatory complexities, rising stakeholder expectations, and need agile risk management.

For internal audit functions, this translates into greater demands for:

Specialization

Scalability

Responsiveness

In our webcast, Strategic Co-Sourcing of Internal Audits in Higher Education, we’ll explore how co-sourcing and outsourcing internal audit functions can address these challenges. We’ll examine the strategic benefits of external expertise and resources: such as objectivity, access to specialized skills, and cost efficiencies.

Learn more about how co-sourcing and outsourcing can:

Strengthen governance

Improve risk management

Help internal audit departments deliver more value

Gain insight into key decision-making factors, such as when to co-source versus fully outsource, and how to structure these partnerships to align with institutional goals.

Fighting Fraud on the Front Line: Tips for Identifying Scams and Safeguarding Your School
2024-11-19 13:00 - 14:00
Event Overview

The COVID-era emergence of progressively advanced AI and more sophisticated bots has inevitably yielded increasingly complex fraud schemes, and higher education institutions are prime targets. It is imperative for schools to proactively prepare for and manage fraud risks now versus reacting to a crisis later. Hear from a Certified Financial Aid Administrator® with more than 20 years of experience in higher-ed—including surviving a school’s cybersecurity attack—and a Certified Fraud Examiner/Certified Forensic Examiner who specializes in internal control weaknesses that can lead to fraud, as they discuss ways to insulate your institution against both internal and external attacks. We will provide an overview of the types of fraud prevalent in higher education, beginning with bogus admissions applications, but with a specific focus on threats to financial aid funds. We will also delve into case studies and real-life examples to illustrate the tactics used by fraudsters to exploit vulnerabilities in the system and explore proactive measures to mitigate these risks. Help your school recognize red flags indicative of potential fraudulent activities, and implement best practices for combating and reporting fraud incidents.

Year-End Tax Planning for Private Client Services
2024-11-19 13:00 - 14:00
Join us for this webcast in BDO’s 2024 Private Client Services Webcast Series.

The end of a tax year is a critical time for wealthy families and their advisors, particularly when it aligns with a presidential election. As 2024 draws to a close, it is essential for wealthy individuals, trustees, and their trusted advisors to make informed and strategic tax decisions, taking into account potential changes that a new administration may introduce, which could have a significant impact on those with substantial wealth.

2024 Year-End Tax Planning Strategies for Businesses
2024-11-19 13:00 - 14:00
Join us as we discuss on the topic below to maximize your business’s tax savings with these tips.

2024 Year-End Tax Planning Strategies for Businesses

Date: Tuesday, November 19, 2024 at 1 – 2 P.M. ET

As your business closes out 2024 and prepares for the upcoming year, it’s vital to focus on tax-saving strategies that can help maximize savings. The Cherry Bekaert Tax team is ready to guide you through a comprehensive exploration of both time-tested and forward-thinking planning concepts, designed to capitalize on current tax law and consider changes coming in 2025.

Join us and discover actionable steps to reduce taxable income now and in the next tax year.

Stay ahead of the curve with Cherry Bekaert Tax and gain the knowledge and strategies needed to maximize your tax savings.

Learning Objectives:

Identify key tax-saving techniques that can be implemented before year-end to reduce taxable income

Analyze the latest IRS guidance and critical court decisions in 2024 to enhance tax planning and maximize savings

Develop actionable steps to minimize taxable income in 2024 and develop strategies for the next tax year

Speakers

Sarah McGregor, CPA | Director, Tax Services

CPE Accreditation

Delivery Method | Group Internet Based

Recommended CPE credit | 1 hour CPE

Recommended Field(s) of Study | Taxes

CPE Capability | Technical Expertise / Problem Solving

Prerequisites | None

Program Level | Basic

Advanced Preparation | None

Enhance Patient Access While Supporting Provider Wellbeing
2024-11-19 12:00 - 13:00
Join us for a conversation, Enhance Patient Access While Supporting Provider Wellbeing, in which we’ll explore the intricate relationship between patient access and provider wellbeing. This webcast will delve into successful strategies employed by health care leaders to align these seemingly conflicting goals.

Participants will learn effective engagement techniques for leadership and clinical providers to enhance patient access and gain valuable insights into the organizational costs of inadequate care access. Attendees will discover actionable solutions for a healthier, more balanced health care system.

2025 Tax Strategies: Insights, Forecasts & the Election’s Impact on Planning
2024-11-19 11:30 - 13:30
The outcome of the November election will shape the legislative agenda and U.S. economic policy for 2025 and well into the future. Join CBIZ for an insightful roundtable discussion on the outcome of the U.S. presidential race and the balance of power in Congress.

A keynote speaker and CBIZ tax professionals will discuss the election results, their effect on critical tax planning strategies and additional tax updates. Whether you’re an individual taxpayer, business owner or tax professional, this roundtable will equip you with the knowledge and confidence to make informed decisions, helping you efficiently navigate the complexities of 2025 tax planning.

Key topics will include:

Understanding election outcomes and their impact on potential 2025 tax law changes

Optimize tax planning – identifying tax-efficient strategies to maximize deductions and credits and minimize AGI

Anticipating and planning for the sunsetting of key Tax Cuts and Jobs Act (TCJA) provisions

Effective estate and gift planning

Q&A with tax pros

Speakers:

David Levi – Tax Managing Director

Bill Smith – Managing Director, National Tax Office

Naomi Ganoe – Tax Managing Director

Andrew Finkle, Tax Managing Director, National Tax Office

Jo Anna Fellon, Tax Managing Director, Private Client Services

Ed Reitmeyer, Tax Managing Director, Business Services (moderator)

Special Keynote Address:

Andrew Duehren, Tax Policy Reporter, New York TimesAndrew Duehren follows the decisions policymakers in Washington make about taxes – laws passed in Congress and rules set by the IRS. He also explores how taxes shape behavior across the economy.

Course Objectives

After completing this course, you will be able to:

Master 2025 tax law changes, understanding their current and future impact

Leverage individuals’ year-end tax planning strategies

Identify business year-end tax planning strategies

Conduct estate and gift planning

Identify 2025 sunsetting terms – future tax planning opportunities

Other Webinar Details:

CPE: This roundtable is eligible for 2.4 CPE credits in Tax

Prerequisites: None

Advance Preparation: None

Program Level: Overview – Professionals at all organization levels

Delivery Method: Group Internet-base

If you require a reasonable accommodation in order to participate in this event, please email abilities@cbiz.com or call (816)841-4025.

2024 Year-End Tax Forum Webinar
2024-11-19 11:30 - 13:30
Overview

2025 Tax Strategies: Key Insights, Forecasts & Planning for a Prosperous Year

As 2025 approaches, staying ahead of the ever-evolving tax landscape is crucial. Join us for an insightful webinar as we guide you through the latest election and tax updates and key planning strategies.

Whether you’re an individual taxpayer, business owner or tax professional, this session will equip you with the knowledge and confidence to make informed decisions, helping you easily navigate the complexities of 2025 tax planning.

Our tax leaders will lead a discussion broad in scope and rich in detail, highlighted by a special keynote address:

Andrew Duehren, Tax Policy Reporter, New York TimesAndrew Duehren follows the decisions policymakers in Washington make about taxes — laws passed in Congress and rules set by the IRS. He also explores how taxes shape behavior across the economy.

Key topics we will cover include:

Effective estate and gift plans

Understanding election outcomes and impact on 2025 tax law changes

Optimize tax planning – identifying tax-efficient strategies to maximize deductions and minimize liabilities

M&A landscape considerations

Exploring tax planning in international taxation
