Published On: February 6th, 2024|By |Categories: RSM, Article, Tax|4.6 min read|

LIVE WEBCAST | February 06, 2024

Event overview

Calm before the storm: Expiring Tax Cuts and Jobs Act provisions will affect business owners and individuals

We are just settling in to 2024, but prudent business owners and high net worth individuals are already looking ahead to 2025, when numerous Tax Cuts and Jobs Act provisions are set to expire. The changes ahead could have substantial and wide-ranging consequences including increases in tax rates; modifications to the taxation of individuals owning passthrough businesses, estate and gift taxes; altered itemized and standard deductions; and many other provisions.

Join us on Tuesday, Feb. 6, for a 60-minute webcast as we discuss planning opportunities that support your long-term business and wealth preservation goals.


Presenters

  • Abbie Everist | Senior Manager, Private Client Services | RSM US

    Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning.

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  • Jamie Sanders | Partner | RSM US

    Jamie’s comprehensive knowledge includes income tax, estate tax and personal financial tax planning. She works extensively with high-net-worth families, trustees, business owners, executives and charitable organizations.

    View full bio >

  • Scott Filmore | Senior Director | RSM US

    Scott T. Filmore serves ultrahigh net worth clients as a senior director in RSM US LLP’s Washington National Tax practice.

    View full bio >

  • Kyle Brown | Senior Manager | RSM US

    Kyle Brown is senior manager in the pass-through consulting group of RSM US LLP’s Washington National Tax office. He specializes in providing business consulting services to pass-through entities, with clients ranging from portfolio companies to family offices.

    View full bio >


Learning objectives

Participants who attend this session will be able to:

  • Recognize the key provisions of the expiring Tax Cuts and Jobs Act that will affect both business owners and high net
  • Describe the potential consequences of the expiring provisions.
  • Identify the specific areas of taxation, such as individual-owned passthrough businesses, estate and gift taxes, and itemized deductions, that are likely to be affected by the expiration of key provisions in 2025.

CPE credits

Learning objectives
By the end of this webcast, participants will be able to discuss recently issued and effective accounting guidance, and explain the standard setting and reporting developments related to the new revenue, leases and financial instruments guidance.

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes


Event details

Date and time
Tue, Feb 06, 2024
1 p.m. ET | Noon CT

Intended audience
Executives and individuals

Duration
60 minutes

CPE credits
One CPE credit will be issued to eligible participants

Fee
Complimentary

Do you have questions or want to talk?

Call us at (800) 232-9547 or fill out the form below and we’ll contact you to discuss your specific situation.

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This article was written by RSM US LLP and originally appeared on 2024-02-06.
2022 RSM US LLP. All rights reserved.
https://rsmus.com/events/2024-events/calm-before-the-storm-expiring-tax-cuts-and-jobs-act.html

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Our membership in RSM US Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise, and technical resources.

For more information on how Insero & Co. CPAs can assist you, please call (800) 232-9547.

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