Overview

Cherry Bekaert invites you to join us for a morning of timely insights, tax analysis and meaningful connections. Building on our popular webinar series, this in-person event will explore what lies beyond the latest reconciliation bill—and what it means for your business.

Enjoy breakfast and networking with peers, followed by a presentation from our tax advisors.

What You’ll Learn:

  • An understanding of key provisions in the tax reform bill and their potential impacts
  • How to take advantage of strategic planning opportunities in a shifting tax landscape
  • Actions to take to stay agile in an ever-evolving legislative and regulatory environment
  • How changes in the bill affect individual estate planning as well as business’ qualified small business stock 

Who Should Join?

This program is ideal for finance and business professionals seeking to better understand the evolving tax landscape and prepare for the impact of the 2025 reconciliation bill.

Location

University Club of Tampa

201 N. Franklin Street, Suite 3800 

For More Information

For more information, please contact Maggie Korn.

Agenda

Thursday, September 4th

7:45 – 8:30 A.M. | Breakfast and Networking

8:30 – 9:30 A.M. | Presentation and Q&A  

Featured Speakers

Dara Simon

Partner, Tax Services

Eric Pilcher
Partner, Tax Services