Overview

With the passing of the House and Senate Budget Reconciliation Bill, tax policy changes will affect both businesses and individuals. Join us for our six-part webinar series to discover more information on tax planning after the finalization of 2025 tax reform. Learn about tax credits and incentives revisions, individual and estate tax shifts, corporate and pass-through entity changes, new international tax policies, and state and local tax updates.  

Who Should Attend

This program is ideal for businesses and professionals looking to better understand the evolving tax landscape and prepare for the impact of the 2025 Reconciliation Bill.

CPE Accreditation

Delivery Method: Group Internet Based
Recommended CPE Credit: Up to 1.0 CPE credit per session (6.0 total)
CPE Field of Study: Taxes
Capability: Technical Expertise/Problem Solving
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Earn up to 6 CPE credits while gaining clarity and confidence in your tax planning for 2025 and beyond. 

Agenda at a Glance

Beyond the Bill: Tax Insights From 2025 Reform

Wednesday, July 16, 2025, 12:00 PM - 1:00 PM
Tax Credits & Incentives Unlocked: R&D, Bonus Depreciation, and Energy Tax Opportunities

Wednesday, July 30, 2025, 12:00 PM - 1:00 PM
Your Financial Legacy: Key Individual and Estate Tax Shifts

Wednesday, August 13, 2025, 12:00 PM - 1:00 PM
Business Tax in Motion: Navigating Key Corporate and PTE Developments

Wednesday, August 27, 2025, 12:00 PM - 1:00 PM
New Global Playbook: International Game Changers

Wednesday, September 10, 2025, 12:00 PM - 1:00 PM
From Capitol to County: State & Local Tax in Focus

Wednesday, September 24, 2025, 12:00 PM - 1:00 PM

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:

  • There will be 4 polling questions per hour of each session.
  • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
  • Polling questions will not be announced in advance.
  • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
  • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
  • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
  • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact our Event Team at webinars@cbh.com. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) 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. | www.learningmarket.org