Year-end tax planning
Shannon Bonner
J.D., LL.M.
Director
Duncan Campbell
CPA
Principal
Brian Corrigan
J.D., LL.M.
Principal
James Creech
J.D.
Director
Matt Damone
J.D.
Principal
Ian Halligan
Principal
Chase A. Inda
CPA
Principal
James C. Lawson
J.D., CPA, M.S.T.
Managing Director
Michael Lum
Director, J.D.
Kasey Pittman
Director
Kristina Stibrich
CPA
Principal
Nicole M. Szczepanek
CPA, M.S.T.
Principal
Colin J. Walsh
J.D.
Principal
Benjamin M. Willis
LL.M., J.D.
Director
Michael Wronsky
CPA, M.S.T.
Director
Tax Trends: 2024 year-end planning series
Join us for our complimentary, five-part webinar series featuring specialists from our tax practice who will discuss legislative and regulatory developments and changes in the marketplace, as well as clients’ most frequently asked questions. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2024 tax year.
Baker Tilly specialists will address noteworthy topics such as tax policy, the Inflation Reduction Act’s energy tax credit regime, impact of the Tax Cuts and Jobs Act’s pending expiring provisions on taxpayers, among others.
Who should attend
Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives.
There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Update
CPE credit: One (1) hour total credit per session
Field of study: Taxes
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.
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.
View the series
Check out the five sessions in our engaging Tax Trends: year-end tax planning webinar series.
Tax Trends: International tax and transfer pricing update
2024 year-end tax planning series Our international tax update covers select key legislative, regulatory, judicial and other developments that present both opportunities and challenges for taxpayers amidst increasing complexity across the global tax landscape. Additionally, our tax specialists will provide an overview of the latest updates in transfer pricing regulations. Moderator Ian Halligan Speakers Matt Damone, Nikki Grams and Jim Lawson Learning objectives Gain an understanding of latest developments in the international space Overview of notable, recent court decisions Become familiar with the latest in transfer pricing regulations Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: State and local tax update
2024 year-end tax planning series In the state and local tax update, SALT specialists will discuss important considerations for year-end planning and provide an overview of recent state tax legislative updates to guide taxpayers as they navigate recent state tax changes for year-end planning purposes and beyond. Speakers Shannon Bonner, Shelly Long and Kristina Stibrich Learning objectives Review recent state tax legislative updates and important considerations for year-end planning purposes Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: Individual tax update
2024 year-end tax planning series In this engaging session, tax specialists will provide practical tips to help guide you through the complexities of year-end tax planning. We dive into recent tax law changes, essential updates on tax credits and deductions, and opportunities for individuals’ estates and trusts post-election. We also will cover the upcoming Tax Cuts and Jobs Act expirations and the potential impact on individual taxpayers. Speakers Duncan Campbell, Michael Lum and Kasey Pittman Learning objectives Understand upcoming TCJA expirations and its potential impact on individual taxpayers, trusts and estates Identify opportunities for individuals’ estates and trusts post-election results Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: Federal business tax update – Part one
2024 year-end tax planning series Part one of our annual federal business tax update features tax specialists who will discuss recent, notable cases impacting tax law, trends in transactional tax and mergers & acquisitions (M&A), changes in research and development (R&D) credits and the Inflation Reduction Act. Moderator Michael Wronsky Speakers Jiyoon Choi, Brian Corrigan, Diana Walker and Ben Willis Learning objectives Review of notable cases impacting tax law, including Meyer, Borgman & Johnson, Inc. v. Commissioner Understand trends in transactional tax and M&A Updates in R&D, including the proposed changes to Form 6765 Meyer, Borgman & Johnson, Inc. v. Commissioner, and the status of section 174 – applicability to companies and guidance IRA year-end update, including the transition from section 48/45 credits to 48E/45Y in 2025, recently released guidance, and expected future guidance and post-election potential impacts on the IRA Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: Federal business tax update – Part two
2024 year-end tax planning series Part two of our annual federal business tax update focuses on developments that affect business entities including corporations, S corporations and partnerships. Our specialists will address the 2025 fiscal cliff, potential tax reform, expiring TCJA provisions, and a legislative and regulatory outlook post-election. Moderator Michael Wronsky Speakers James Creech, Chase Inda, Kasey Pittman, Nicole Szczepanek and Colin Walsh Learning objectives Address the 2025 fiscal cliff, potential tax reform and expiring provisions Legislative and regulatory outlook post-election Trends from the IRS Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
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Tax policy and the 2024 election
Tax policy can have significant economic implications and is often a key driver of decision-making for business and individual taxpayers alike. An understanding of tax policy is critical to navigating uncertainty and planning for changes in the tax landscape. With that in mind, Baker Tilly is pleased to provide details and insights on tax policy and the 2024 election.
November 2024 Policy Pulse
Key tax policy news for Nov. 2024 and analysis on legislative and regulatory tax developments, including insights surrounding the election.
Delaware targets companies: VDA invitations and verified report requests
If your corporate structure includes entities incorporated in Delaware, you may receive an invitation to the Voluntary Disclosure Agreement (VDA) program.
Supreme Court overturns Chevron decision – Implications for government regulations going forward
On June 28, 2024, the Supreme Court overturned the 40-year-old Chevron decision, issuing a seismic ruling that could alter the power of federal agencies. In this video, Baker Tilly’s experienced tax professionals, Kasey Pittman, Ben Willis and James Creech, discuss the historic overturning, and examine how it will impact government regulations.
Moore v. United States: What’s next?
Baker Tilly tax professionals provide an overview to better understand the implications of the SCOTUS ruling in Moore v. United States.
Treasury and IRS release long-anticipated CAMT proposed regulations
The IRS has issued interim guidance to help corporations determine the applicability of the new corporate alternative minimum tax (CAMT) and how to compute it. It includes rules for calculating financial statement income and AFSI.
Federal and California political donation limitations and reporting requirements
Learn more about how donors can avoid incurring penalties at both the California and federal levels while making political contributions.October 2024 Policy Pulse
Key tax policy news and analysis on legislative and regulatory tax developments for October 2024, including tax policy and the upcoming election, IRS operations and funding, and the Employee Retention Credit.
IRS announces second ERC voluntary disclosure program
The IRS has announced a second Employee Retention Credit (ERC) voluntary disclosure program (VDP) allowing eligible taxpayers to disclose and repay 85% of 2021 ERC claims. Additionally, the IRS announced plans to mail upwards of 30,000 “clawback” notices to reverse or recapture improper claims.
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments. Baker Tilly US, LLP does not practice law, nor does it give legal advice, and makes no representations regarding questions of legal interpretation.