Beyond the Bill: Tax Insights From 2025 Reform
Join us for the kickoff of Cherry Bekaert’s six-part Tax Horizons webinar series—designed to help you navigate what’s next. In this CPE-eligible session, our Tax Policy team will go Beyond the Bill to explore the broader implications of the 2025 Reconciliation Act.
We break down what the legislation means for businesses and individuals, highlight key provisions and policy intent, and offer practical guidance to help you plan with clarity and confidence. Whether you’re advising clients or managing your organization’s tax strategy, this session will equip you with the insights needed to move forward strategically.
Tax Credits & Incentives Unlocked: R&D Tax Credits and Energy Tax Credits and Incentives in Focus
As the 2025 Budget Reconciliation Act reshapes the tax landscape, businesses and advisors are seeking clarity on how to unlock the full potential of available credits and incentives. In this CPE-eligible session, Cherry Bekaert’s Tax Credits & Incentives Advisory (TCIA) team will focus on the expanded opportunities and compliance updates surrounding the research & development (R&D) tax credit, with additional insights into key energy-related provisions.
We break down what the legislation means for innovation-driven businesses and sustainability-focused investments, highlight practical strategies for maximizing credit value, and offer guidance to help you plan with clarity and confidence.
Your Financial Legacy: Key Individual and Estate Tax Shifts
As the 2025 Reconciliation Act reshapes the tax landscape, individuals and families face a shifting environment for legacy planning. In this CPE-eligible session, Cherry Bekaert’s Tax Services team will explore the evolving rules and opportunities surrounding individual and estate taxation. From sunset provisions and exemption thresholds to new planning techniques and compliance considerations, we’ll break down what the latest legislation means for preserving wealth across generations.
Whether you're advising high-net-worth clients or managing your own estate strategy, this session will equip you with the insights needed to navigate change with clarity and confidence.
Business Tax in Motion: Navigating Key Corporate and PTE Developments
The impact of the 2025 Reconciliation Act reshaping the federal tax landscape continues to be felt. Corporations and pass-through entities (PTEs) face a dynamic environment of reform, compliance, and opportunity. In this CPE-eligible session, Cherry Bekaert’s Tax Services team will explore how the tax bill impacts entity-level taxation and the resulting compliance obligations. We’ll break down what the legislation means for business owners, CFOs, and advisors, highlight planning strategies to mitigate risk and maximize value, and offer practical guidance to help you move forward with clarity and confidence.
Whether you're advising clients or managing your organization’s tax strategy, this session will equip you with the insights needed to navigate change and stay ahead of the curve.
New Global Playbook: International Game Changers
As global tax policy continues to evolve, businesses must adapt to new international frameworks and regulatory shifts. This session will take a closer look at the international tax provisions introduced in the Build Back Better Act (BBBA) and how they may affect cross-border operations and planning.
We cover the future of Base Erosion and Profit Shifting (BEPS), global minimum tax developments, digital services taxes, tariffs, and the Group of Seven (G7) agreement—which reflects a decision not to impose a global minimum tax on U.S. companies operating in their countries, in exchange for excluding the so-called “Revenge Tax” from the BBBA. The session will also explore updates to the Global Intangible Low-Taxed Income (GILTI) and Foreign-Derived Intangible Income (FDII) regimes under the BBBA, and what these changes mean for international structuring and compliance.
From Capitol to County: State & Local Tax in Focus
As the ripple effects of the 2025 Reconciliation Act reach state and local jurisdictions, businesses face a shifting landscape of SALT conformity, compliance, and opportunity. In this CPE-eligible session, Cherry Bekaert’s SALT specialists will explore how federal tax reform is influencing state-level legislation, enforcement trends, and planning strategies.
We examine key developments in nexus standards, apportionment rules, and pass-through entity taxes, and provide practical guidance for navigating multi-state compliance in a post-reform environment. Whether you're managing tax obligations across jurisdictions or advising clients on SALT strategy, this session will equip you with the insights needed to stay ahead of the curve.