Unpack the top Tax Cuts and Jobs Act provisions affecting wage earners, retirees, high-income individuals, and those with charitable intent brought on by the One Big Beautiful Bill Act (H.R. 1). Connect tax code changes to year-end and multi-year planning strategies and gain a forward-looking perspective to help your clients navigate the shifting terrain of 2025 and beyond with clarity and confidence. 

Speakers:
Damien Martin, CPA, Tax Partner | EY
Mark Gallegos, CPA, MST, Tax Partner | Porte Brown LLC

Explore the most impactful H.R. 1 provisions for business owners, including the permanent expansion of the qualified business income deduction, the new SALT cap safe harbor, depreciation timing strategies, and pass-through planning considerations. Examine the ripple effects of these changes on entity decisions, compensation planning, and capex modeling. Leave with practical takeaways to enhance tax efficiency and compliance for all your clients in the H.R. 1 era. 

Speakers:
Damien Martin, CPA, Tax Partner | EY
Mark Gallegos, CPA, MST, Tax Partner | Porte Brown LLC

The CPA profession is undergoing significant change. In 2024, the redesigned CPA Exam was launched, offering candidates multiple pathways to licensure. At the same time, pipeline challenges are prompting legislative action in many states to expand access to the profession. Educators remain at the forefront of this transformation as they prepare students for accounting careers and the CPA Exam. Hear a panel of educators explore these developments and discuss emerging issues shaping the future of the CPA profession. 

Moderator:
Charlene Rhinehart, CPA, ICPAS Board Member, Endowment Fund, and Chair, Tax Executive Committee

Panelists:
Kenton Klaus, CPA, Instructor, School of Accountancy and MIS | DePaul University, Driehaus School of Business
Bridgette Mahan, CPA, Instructor | City Colleges of Chicago

Recap the important policies enacted as part of H.R. 1 and receive an up-to-date analysis of its implementation and the pressure points that have or may arise with certain provisions. Gain insight into other significant tax and fiscal policy issues being debated by lawmakers in Washington, DC, along with the political, economic, budgetary, and procedural factors shaping those conversations.    

Speaker:
Alex Brosseau, CPA, Senior Manager, Tax Policy Group | Deloitte

Explore how to elevate your tax practice by delivering high-impact advisory services that not only deepen client relationships but also boost your billings and expand your business. Learn practical strategies to identify advisory opportunities within your current client base, communicate value effectively, and implement scalable consulting solutions. Walk away ready to position your firm as an indispensable resource—driving real results for clients and sustainable growth for your practice. 

Speakers:
Elizabeth Herbst, CPA, Partner | Citrin Cooperman Advisors, LLC
Stephanie Gandsey, MA, Founder | Leadership Extension Consulting, IL

With all the recent and ongoing changes, it’s imperative to learn how to maneuver through the gates of chaos effectively. Examine how to best usher your clients through these developments, including how to take advantage of state tax amnesty. 

Speaker:
Larry Wolfe, CPA, Owner | Larry J. Wolfe, LTD

Delve into the current tax-related issues and planning to be considered when a business owner is considering a future exit or liquidity event. 

Speaker:
Adam Grais, JD, Tax Law Attorney | McDonald Hopkins

Today’s complex tax landscape may increase the risk for large malpractice claims and can challenge even seasoned professionals. Examine leading drivers of tax-related malpractice claims and practical risk mitigation strategies, including the growing importance of engagement letters. Come away with tips for managing offshoring-related risks. 

Speaker:
Deborah Rood, CPA, Risk Control Consulting Director Specializing in Advising CPAs in Public Practice About Professional Liability Risks | CNA