Tax in Motion 2024 series: Tax planning forum

Event details

Date and time

Recorded, watch on-demand anytime

Intended audience

CEOs, chief financial officers, controllers, tax executives

Duration

Each session 60 minutes

Share this event

Event overview

As we approach the end of 2024, businesses and individuals are preparing for significant tax policy shifts. With a new president and Congress set to take office next year, and more than 30 provisions in the Tax Cuts and Jobs Act of 2017 scheduled to expire at the end of 2025, the tax landscape is poised for transformation.

Watch our recorded sessions from the Tax in Motion 2024: Tax Planning Forum where we delve into potential tax changes on the horizon and provide valuable insights to help you close out 2024 with confidence.

Learn about each session and watch on-demand

Today’s tax landscape features a crossroad, with the path forward heavily dependent on the outcome of upcoming presidential and congressional elections. The new government will have the impetus to shape federal tax policy, especially given the scheduled expiration next year of more than 30 provisions in the 2017 Tax Cuts and Jobs Act (TCJA). Proactive planning well in advance of the end of next year is essential. Watch this on-demand recording where we explore potential shifts—including in corporate and capital gains tax rates and other federal tax policy—and their potential impact on businesses and individuals.

By the end of this session, participants will be able to:

Recognize the implications of potential changes in federal tax policy, including the expiration of provisions in the TCJA.
Develop proactive planning techniques to mitigate risks related to potential changes in corporate and capital gains tax rates.
Analyze tax policy shifts driven by the upcoming elections to stay ahead in business and individual tax planning.

Watch on-demand

Presenters

Dave Kautter

Partner

RSM US

Dave Kautter, RSM’s federal specialty tax leader, oversees the firm’s federal specialty tax services in collaboration with regional and national practice leaders and fellow members of the firm’s tax leadership team.

View full bio

Dave Kautter

Partner

RSM US

Dave Kautter, RSM’s federal specialty tax leader, oversees the firm’s federal specialty tax services in collaboration with regional and national practice leaders and fellow members of the firm’s tax leadership team.

View full bio
Fred Gordon

Managing Director

RSM US

Fred Gordon is senior tax policy leader in the national tax practice of RSM US LLP.

View full bio

Fred Gordon

Managing Director

RSM US

Fred Gordon is senior tax policy leader in the national tax practice of RSM US LLP.

View full bio
Karen Galivan

Tax Partner

RSM US

Karen Galivan has more than 25 years of experience delivering tax consulting services to clients.

View full bio

Karen Galivan

Tax Partner

RSM US

Karen Galivan has more than 25 years of experience delivering tax consulting services to clients.

View full bio
Matt Talcoff

Partner

RSM US

Matt Talcoff is a partner and Washington National Tax leader for RSM US LLP and a member of the firm’s board of directors.

View full bio

Matt Talcoff

Partner

RSM US

Matt Talcoff is a partner and Washington National Tax leader for RSM US LLP and a member of the firm’s board of directors.

View full bio

In a dynamic regulatory environment, effective tax planning is more crucial than ever. This on-demand recording will guide you through optimizing your federal tax positions by making strategic decisions on accounting methods, leveraging available tax credits and staying ahead of IRS considerations. We also cover the implications of evolving tax policies to help you stay proactive in minimizing liabilities and enhancing your business’s financial performance.

By the end of this session, participants will be able to:

Identify strategic accounting methods to optimize federal tax positions.
Leverage tax credits to minimize liabilities and improve financial performance. Learn about the tax insights we captured from our recent RSM Middle Market Sustainability Survey 2024.
Analyze evolving tax policies and IRS considerations to stay proactive in tax planning.

Watch on-demand

Presenters

Alina Solodchikova

Tax Controversy Leader

RSM US

Alina Solodchikova is principal and leader of the tax controversy practice in Washington National Tax at RSM US LLP.

View full bio

Alina Solodchikova

Tax Controversy Leader

RSM US

Alina Solodchikova is principal and leader of the tax controversy practice in Washington National Tax at RSM US LLP.

View full bio
Debbie Gordon

Principal

RSM US

Debbie Gordon is a principal and leader of the Washington National Tax excise and energy tax practice for RSM US LLP. She is a nationally recognized tax professional with nearly 20 years of government and private sector experience advising clients in the energy, transportation and manufacturing industries.

View full bio

Debbie Gordon

Principal

RSM US

Debbie Gordon is a principal and leader of the Washington National Tax excise and energy tax practice for RSM US LLP. She is a nationally recognized tax professional with nearly 20 years of government and private sector experience advising clients in the energy, transportation and manufacturing industries.

View full bio
Ryan Corcoran

Partner

RSM US

Ryan Corcoran has almost 15 years of experience in tax accounting methods and periods.

View full bio

Ryan Corcoran

Partner

RSM US

Ryan Corcoran has almost 15 years of experience in tax accounting methods and periods.

View full bio

As 2024 comes to a close, understanding the effects of the current economic and legislative changes on your tax planning is crucial for individuals and business owners. In this on-demand recording we dive into planning ideas in preparation for the expiration of certain TCJA provisions, proposed legislative changes and potential outcomes from the upcoming elections. We also discuss how these issues could affect your income tax, charitable giving, business succession and estate planning.

By the end of this session, participants will be able to:

Identify the effects of expiring TCJA provisions and proposed legislative changes on tax planning.
Evaluate the impact of proposed legislative changes on income tax, charitable giving, business succession and estate planning.
Prepare for potential tax outcomes based on upcoming elections to optimize personal and business strategies.

Watch on-demand

Presenters

Amber Waldman

Senior Director

RSM US

Amber is an estate and gift senior director in RSM’s Washington National Tax practice. She spends most of her time serving ultra high net worth clients as an estate, gift, and generation-skipping transfer tax subject matter expert.

View full bio

Amber Waldman

Senior Director

RSM US

Amber is an estate and gift senior director in RSM’s Washington National Tax practice. She spends most of her time serving ultra high net worth clients as an estate, gift, and generation-skipping transfer tax subject matter expert.

View full bio
Andrew Wagnon

Senior Manager

RSM US

Andrew Wagnon of RSM US LLP’s ultrahigh net worth practice focuses on consulting and compliance services for families and business owners.

View full bio

Andrew Wagnon

Senior Manager

RSM US

Andrew Wagnon of RSM US LLP’s ultrahigh net worth practice focuses on consulting and compliance services for families and business owners.

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

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

Event details

Date and time

Recorded, watch on-demand anytime

Intended audience

CEOs, chief financial officers, controllers, tax executives

Duration

Each session 60 minutes

Share this event

Related solutions to explore

Guide

International tax planning: A guide for tax year 2024

An international tax planning guide for tax year 2024, including GILTI tax planning and Pillar Two tax planning.

Global tax reportingTransfer pricing

Global tax reportingTransfer pricing

Guide

Federal tax planning: A guide for tax year 2024

A U.S. federal tax planning guide for businesses for tax year 2024, including M&A tax planning and ASC 740 tax planning strategies.

Tax controversyAccounting methods

Tax controversyAccounting methods

Guide

State and local tax year end planning strategic considerations

Adopt these state and local tax planning strategies and steps to build resilience and promote tax-efficient operations.

State & local taxBusiness tax

State & local taxBusiness tax

Guide

Individual and families tax year-end planning and strategic considerations

A tax planning guide for individual income tax planning and family tax planning strategies at 2024 year-end moving into 2025.

Personal tax planningPrivate client services

Personal tax planningPrivate client services

Article

Sustainability Survey 2024

Middle market businesses in the United States and Canada are making strides to adapt to recent or forthcoming sustainability regulations, even while some final rules have yet to be determined, new survey research from RSM finds.

ESGSustainability

ESGSustainability

THE POWER OF BEING UNDERSTOOD

ASSURANCE | TAX | CONSULTING

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.

"