Tax in Motion 2024 series: Tax planning forum

LIVE WEBCAST | October 22, 2024

Event overview

As you approach year-end tax planning and look ahead to 2025, join RSM US LLP for three informative sessions covering potential tax policy shifts, navigation of federal tax positions and year-end tax planning. Gain valuable insights and practical tips and stay ahead of the curve in an evolving tax landscape. Don’t miss this opportunity to prepare for the upcoming tax season—and potential changes—with guidance and actionable advice.

Register and join us Tuesday, Oct. 22.

11 a.m. ET Tax planning in uncertain times: Policy shifts and impacts

Today’s tax landscape features a crossroad, with the path forward heavily dependent on the outcome of upcoming presidential and congressional elections. The new government will have the impetus to shape federal tax policy, especially given the scheduled expiration next year of more than 30 provisions in the 2017 Tax Cuts and Jobs Act (TCJA). Proactive planning well in advance of the end of next year is essential. Please join us as we explore potential shifts—including in corporate and capital gains tax rates and other federal tax policy—and their potential impact on businesses and individuals.

Learning objectives

By the end of this session, participants will be able to:

• Recognize the implications of potential changes in federal tax policy, including the expiration of provisions in the TCJA.
• Develop proactive planning techniques to mitigate risks related to potential changes in corporate and capital gains tax rates.
• Analyze tax policy shifts driven by the upcoming elections to stay ahead in business and individual tax planning.

Presenters

• Dave Kautter Partner RSM US
• Dave Kautter, RSM’s federal specialty tax leader, oversees?the firm’s?federal?specialty tax services?in collaboration with regional and national practice leaders?and?fellow members of?the firm’s tax leadership team.
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• Fred Gordon Managing Director RSM US
• Fred Gordon is senior tax policy leader in the national tax practice of RSM US LLP.
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• Karen Galivan Tax Partner | RSM US
• Karen Galivan has more than 20 years of experience providing tax and accounting services to midsize businesses and closely-held corporations in the consumer, industrial and private equity industries.
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• Matt Talcoff Partner | RSM US
• Matt Talcoff is a partner and Washington National Tax leader for RSM US LLP and a member of the firm’s board of directors.
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1 p.m. ET Strategic tax planning: Navigating federal tax considerations

In a dynamic regulatory environment, effective tax planning is more crucial than ever. This session will guide you through optimizing your federal tax positions by making strategic decisions on accounting methods, leveraging available tax credits and staying ahead of IRS considerations. We’ll also delve into the implications of evolving tax policies to help you stay proactive in minimizing liabilities and enhancing your business’s financial performance.

Learning objectives

By the end of this session, participants will be able to:

• Identify strategic accounting methods to optimize federal tax positions.
• Leverage tax credits to minimize liabilities and improve financial performance.
• Analyze evolving tax policies and IRS considerations to stay proactive in tax planning.

Presenters

• Alina Solodchikova Tax Controversy Leader | RSM US
• Alina Solodchikova is principal and leader of the tax controversy practice in Washington National Tax at RSM US LLP.
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• Deborah Gordon | Principal | RSM US
• Debbie Gordon is a principal and leader of the Washington National Tax excise and energy tax practice for RSM US LLP.
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• Kate Abdoo | Principal | RSM US

3 p.m. ET Tax planning for individuals and business owners in the current tax landscape

As 2024 comes to a close, understanding the effects of the current economic and legislative changes on your tax planning is crucial for individuals and business owners. Join us as we dive into planning ideas in preparation for the expiration of certain TCJA provisions, proposed legislative changes and potential outcomes from the upcoming elections. We will discuss how these issues could affect your income tax, charitable giving, business succession and estate planning.

Learning objectives

By the end of this session, participants will be able to:

• Identify the effects of expiring TCJA provisions and proposed legislative changes on tax planning.
• Evaluate the impact of proposed legislative changes on income tax, charitable giving, business succession and estate planning.
• Prepare for potential tax outcomes based on upcoming elections to optimize personal and business strategies.

Presenters

• Amber Waldman | Senior Director | RSM US
• Amber is an estate and gift senior director in RSM’s Washington National Tax practice. She spends most of her time serving ultra high net worth clients as an estate, gift, and generation-skipping transfer tax subject matter expert.
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• Scott Filmore | Senior Director | RSM US
• Scott T. Filmore serves ultrahigh net worth clients as a senior director in RSM US LLP’s Washington National Tax practice.
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• Andrew Wagnon | Senior Manager | RSM US

Event details

• Date and time
• Tuesday, October 22, 2024
• Forum begins at 11 a.m. ET | 10 a.m. CT

• Intended audience
• CEOs, chief financial officers, controllers, tax executives Duration: One hour for each session

• Duration
• Each session 60 minutes

• CPE credits
• One credit each session/up to three credits total

• Fee
• Complimentary

Register

Source: RSM US LLP.
Reprinted with permission from RSM US LLP.
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