Tax in Motion 2023 - Year-end planning forum

LIVE WEBCAST | November 02, 2023

Authored by RSM US LLP

Event overview

Join RSM for three year-end tax planning sessions!

This forum will help you consider your tax positions as the year comes to a close.

Reserve your spot today for any (or all) of the sessions on year-end tax planning issues.

11 a.m. Personal tax planning at year-end

As 2023 comes to a close, understanding the effects of economic and legislative changes on year-end tax planning is crucial for business owners and high net worth individuals. From inflation adjustments and regulatory changes to charitable contributions and estate, gift, and trust tax planning, we’ll discuss the top tax issues that might affect you.

Presenter:

Abbie Everist | Senior Manager | RSM US LLP
Scott Filmore | Senior Director | RSM US LLP
Brooke NcNeil | Senior Director | RSM US LLP
Andy Swanson | Partner | RSM US LLP

1 p.m. Optimizing federal tax positions at year-end

Year-end tax planning is an important part of running a business. Learn how the choices you make, or do not make, can affect your tax liability and your bottom line by carefully considering your accounting methods and claiming available tax credits.

Presenters:

Kate Abdoo | Principal | RSM US LLP
Ryan Corcoran | Partner | RSM US LLP
Kevin Foral | Senior Director | RSM US LLP
Debbie Gordon | Principal | RSM US LLP
Danielle Kaufman | Partner | RSM US LLP
Justin Silva | Partner | RSM US LLP
Christian Wood | Principal | RSM US LLP

3 p.m. State, local and international tax year-end planning

RSM’s Washington National Tax presenters will provide highlights for year-end tax planning from state, local and international perspectives. We will discuss the need for periodic reviews of nexus, apportionment and sourcing, and sales and use tax.

From the global perspective, key focus areas will include the impact of new U.S. international tax regulations as well as new global tax reporting and withholding requirements and changes in the rules pertaining to U.S. multinationals.

Presenters:

Mo Bell-Jacobs | Senior Manager | RSM US LLP
Aureon Herron-Hinds | Principal | RSM US LLP
Brian Kirkell | Principal | RSM US LLP
Ayana Martinez | Principal | RSM US LLP

Learning objectives

Upon completion of this webcast, attendees will be able to:

Determine inflation adjustments, case and regulatory updates, and TCJA changes
Evaluate federal tax credits may be available to your business
Identify the relevance of apportionment and sourcing reviewing in a “post-nexus” landscape

CPE credits

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
CPE: 1.0 credits per webcast

Event details

Date and time
Thu, Nov 02, 2023
Starting at 11 a.m. EDT | 10 a.m. CDT

Intended audience
Finance and tax executives, business owners

Duration
Each session 60 minutes

CPE credits
One credit each session/up to three credits total

Fee
Complimentary

Let's Talk!

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

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