Tax in Motion 2023 - Year-end planning forum

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.

Tax trends and issues affecting individuals and business owners

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.   

Presenters:

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

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    

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
David Burnori, Senior Director, RSM US LLP
Ayana Martinez, Principal, RSM US LLP