Join Cherry Bekaert for a Tax Policy Update breakfast, focused on what current legislative and regulatory developments mean for middle-market businesses and their owners.

We’ll translate the latest policy changes into practical planning considerations — including business tax provisions, pass-through implications, international considerations, and credits and incentives — with time for peer discussion and Q&A

Topics include:

• A look back at 2025 tax reform and key developments from early 2026, including tax, trade and monetary policy 
• Tax Planning: business provisions, qualified small business stock, tax credits and incentives, and more
• What’s ahead in 2026, 2028, and beyond, including legislative pressure points and election‑driven considerations

Headliners Club
221 W. 6th Street, Suite 2100
Austin, TX 78701

This program is designed for business and financial leaders in the Austin area.  

Tuesday, May 12

8:30 - 9:00 A.M.
Breakfast & Networking

9:00 - 10:00 A.M.
Panel Discussion and Q&A

For more information, please contact Deanna Carwile.

Kasey Pittman
Managing Director, Tax Policy 

Tim Larson
Partner, Austin Market Leader

Martin Karamon
Partner, Tax Credits & Incentives Advisory Leader