Tax News & Views webcast

Date: March 11, 2026; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Christine Brynaert, Jarrett Jacinto, Jaime Park, Ross Reiter

1 Overview CPE credit | Taxes

New IRS guidance on prohibited foreign entity (PFE) rules clarifies eligibility constraints that may affect clean energy tax credits, transfers, and monetization strategies. This session will help tax leaders interpret the guidance into decisions and operating changes. We’ll discuss:

• Interpreting key PFE definitions, scope, and effective dates
• Impacts to clean energy credit qualification, structures, and compliance requirements
• Key takeaways for assessments, controls, documentation, and remediation

Participants will identify PFE-related risks to claiming clean energy credit and explain actions to align decisions and documentation with the guidance.

Date: February 17, 2026; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea

Presenters: Paul March, Mark Hindes, Alexis Morrison-Howe, Ross Reiter

1 Overview CPE credit | Taxes

The law commonly referred to as the One Big Beautiful Bill Act (OBBBA) introduced Section 174A, a new provision permitting immediate deduction of domestic research and experimental expenditures—or election to amortize them over at least 60 months. During this webcast, we’ll discuss:

• Impact on foreign-derived deduction eligible income starting in 2026
• Considerations and complexities around the section 59(e) and 60-month amortization elections
• Key takeaways from recent procedural guidance
• Interpretive issues under the OBBBA transition rule
• Section 41(d)(1)(A) amendment that may affect foreign-funded research credit eligibility
• International and state-specific considerations

Date: January 14, 2026; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Ryan Bowen, Krystle Kort, Alison Lobb

Overview CPE credit | Taxes

On January 5, the OECD released additional administrative guidance on the application of the Pillar Two global minimum tax rules. Join us as we discuss how these updates will likely impact multinational entities. We’ll discuss: 

• An overview of the changes
• Practical considerations for taxpayers
• Implementation timeline and framework 

Participants will be able to describe the latest Pillar Two developments, articulate how these developments may impact their organization, and identify next steps for compliance and risk mitigation.

Date: August 27, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Linda Bonelli, Gary Hecimovich, Carl Obradovich, Jaime Park

1 Overview CPE credit | Taxes

The One Big Beautiful Bill Act (OBBBA) introduced major changes to federal energy policy aimed at reshaping the post–Inflation Reduction Act (IRA) landscape, scaling back certain clean energy tax incentives under the IRA, imposing prohibited foreign entity restrictions, and modifying eligibility requirements for certain IRA credits. We’ll discuss:

• Changes to the clean energy credits
• An overview of the prohibited foreign entity rules
• State and local implications

Participants will be able to evaluate the recent credits and incentives law changes and how they may have an impact on certain taxpayers.

Date: August 20, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Eddie Gershman, John Hynes, Jared Lowe, Sam Nissan, Ryan Thomas

1 Overview CPE credit | Taxes

The budget reconciliation bill H.R. 1, commonly referred to as the One Big Beautiful Bill Act (OBBBA), enacted on July 4, 2025, introduces significant law changes for individuals with various provisions affecting the entity and its owners. We’ll discuss:

• Certain provisions of the OBBBA and how they may affect individuals and pass-through entities, including itemized deductions and charitable contributions
• Exclusion under section 1202 for qualified small business stock gain
• Estate and gift planning considerations
• International considerations for owners of private companies

Participants will be able to evaluate the recent law changes and identify how these provisions may impact their organization.