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. 

Learning Objectives:

  • Understand the key changes implemented through the Reconciliation Bill 
  • Discover how tax policy updates could impact you and/or your business
  • Learn tax planning strategies for upcoming changes 

Each 60-minute session offers timely insights and practical strategies across key areas of tax reform, including:

  • July 16: Beyond the Bill: Tax insights for the 2025 reform
  • July 30: Tax Credits & Incentives Unlocked: R&D and energy tax opportunities
  • August 13: Your Financial Legacy: Key individual and estate tax shifts
  • August 27: Business Tax in Motion: Corporate and PTE developments
  • September 10: New Global Playbook: International tax game changers
  • September 24: From Capitol to County: State & local tax in focus

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

👉 Register now to secure your spot and empower your tax strategy

REGISTER NOW

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


Attendees who participate in full will receive up to one CPE hour per session. Sessions will occur on different days, so please be sure to select all sessions you wish to attend. 

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

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 not 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 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 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