Tax News & Views webcast

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.

Date: August 13, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea

Presenters: Wendy Friese, Victoria Glover, Ethan Harris, Alice Loo, Paul Wagoner

1 Overview CPE credit | Taxes

The budget reconciliation bill H.R. 1, commonly referred to as the One Big Beautiful Bill Act (OBBBA) was enacted on July 4, 2025. The new law introduces significant changes to tax provisions that may reduce corporate taxable income and increase CAMT for applicable corporations.

In this webcast, we’ll discuss:

• An overview of CAMT
  
• OBBBA tax provisions that impact regular taxable income (e.g., Section 163(j), bonus depreciation, and Section 174)
  
• ASC 740 considerations for AMT credit
  

Date: July 9, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Ed Gershman, Gary Hecimovich, John Hynes, Patrice Mano, Gretchen Sierra, Anna Taylor, Jon Traub

1 Overview CPE credit | Taxes

The One Big Beautiful Bill Act (OBBBA) of 2025 has been signed into law by President Donald Trump extending provisions of the 2017 Tax Cuts and Jobs Act for individuals and businesses while addressing some of President Trump’s campaign promises. The bill includes modifications to international tax rules and clean energy tax credits, as well as tax rules affecting passthrough entities and individuals.

• In this webcast, we’ll discuss:
• A summary of the tax law changes
• Income tax accounting considerations
• Other key tax law changes to international tax, clean energy tax credits, passthrough entities and individuals

Participants will be able to evaluate these tax law changes and how these changes may impact certain taxpayers.

Date: June 30, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Chad Hungerford, Jeff Kummer, Drew Moss, Gretchen Sierra, Anna Taylor

1 Overview CPE credit | Taxes

On June 16, the Senate Finance Committee unveiled its version of proposed tax provisions to be included in the One Big Beautiful Bill Act. While many tax provisions in the Senate’s version of the bill are in line with those which passed the House, there are several international provisions which differ.

We’ll discuss:

• Modifications to Foreign-Derived Intangible Income (FDII), Global Intangible Low-Taxed Income (GILTI), and Base Erosion and Anti-Abuse Tax (BEAT)
• Unfair foreign taxes (proposed Section 899)
• The proposed changes to various other international provisions

Participants will be able to evaluate the proposed changes to the various provisions and how these changes may impact certain taxpayers.

Date: June 25, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Evan Shea
Presenters: Brian Americus, Gary Hecimovich, Jaime Park, Thomas Stevens, Anna Taylor, Jonathan Traub

1 Overview CPE credit | Taxes

The costs and benefits of the Inflation Reduction Act of 2022 (IRA) are a topic of debate, as several accelerated phase-outs and terminations to its various credits have been proposed by both the House and Senate in the One Big Beautiful Bill Act (OBBBA). It remains to be seen what will ultimately happen to the IRA and its funding and incentives for clean energy, infrastructure, and other initiatives.

We’ll discuss:

• A tax legislation update
• The proposed changes to the clean energy credits
• Overview of the proposed prohibited foreign entity rules

Participants will be able to evaluate the proposed changes to the various clean energy credits and how these changes may impact certain taxpayers.

Date: June 11, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Adam Moehring
Presenters: Jon Traub, Anna Taylor

1 Overview CPE credit | Taxes

Last month, congressional Republicans approved a budget resolution that opens the door to passage of a major tax and spending bill using the expedited procedural route of budget reconciliation. Last week, House Republican tax writers took a major step forward with the release of a key portion of that broader bill, a multitrillion-dollar tax package.

We’ll discuss: 

• The proposed Section 899 rules
• Impact of proposed Section 899 on various industries and structures
• An overview of the enhanced Base Erosion and Anti-Abuse Tax (BEAT)

Participants will be able to evaluate the rules of the Section 899 provision and how Section 899 may impact certain taxpayers.

Date: May 21, 2025; 11:00 a.m. ET
Duration: 60 minutes
Host: Adam Moehring
Presenters: Jon Traub, Anna Taylor

1 Overview CPE credit | Taxes

Last month, congressional Republicans approved a budget resolution that opens the door to passage of a major tax and spending bill using the expedited procedural route of budget reconciliation. Last week, House Republican tax writers took a major step forward with the release of a key portion of that broader bill, a multitrillion-dollar tax package.

We’ll discuss:

• Key features of the House tax bill, including observations on both what was included and what was left out
• The current state of the broader House bill
• An overview of what’s next

Participants will evaluate the fast-moving bill and anticipate which tax changes may impact their organizations and how to deal with them.