Recorded virtual event

Tax in Motion: 2025 planning and 2026 outlook

October 23, 2025
Event details
Date and time

Thursday, October 23, 2025

Recorded, watch anytime

Intended audience

CEOs, chief financial officers, controllers, tax executives

Duration

Each event 60 minutes

Fee

Complimentary

Event overview

RSM hosted an exclusive two-day event featuring five timely webinars that unpacked key tax policy changes and pressing business challenges in an economic environment full of uncertainty and cost pressures. We helped attendees plan confidently for 2026 and beyond.

 

Explore all on demand sessions below and catch up at your convenience.

 


Tuesday, Oct. 21, 2025

Legal entity restructuring and rationalization: Navigating tax implications in M&A both foreign and domestic

Tuesday, October 21, 2025 at 11 a.m. ET

Legal entity rationalization is a critical step in preparing for mergers and acquisitions—especially for businesses with global operations. In this session, RSM’s M&A tax leaders will explore how to streamline legal structures, manage cross-border tax risks and stay compliant across jurisdictions. You’ll gain practical insights to help optimize your tax position and support successful deal execution.

What you’ll learn:

  • Key benefits of legal entity rationalization in M&A, including its impact on global and local operations
  • Common tax risks across jurisdictions—from administrative costs to cross-border consequences
  • Best practices for planning and executing rationalization strategies that drive tax efficiency and compliance
  • How evolving global regulations are shaping entity rationalization—and what it means for your industry

Speakers:

Amy Kasden, RSM US LLP
Crystal  Golob Lindholm, RSM US LLP
Ryan Broomfield, RSM UK
Bhavin Oza, RSM Canada

Thursday, Oct. 23, 2025

Navigating OBBBA and key tax levers for individuals and business owners

Thursday, October 23, 2025 at 11 a.m. ET

This session offers timely planning strategies for individuals and business owners navigating complex tax provisions under OBBBA. While year-end is a natural checkpoint, these insights will support proactive planning for tax year 2025 and beyond. Topics include charitable giving, section 1202 qualified small business stock, opportunity zones and the “Big Three” business tax relief provisions—all designed to help you maximize benefits, minimize risk and align tax outcomes with your business objectives going forward.

What you’ll learn:

  • Tax planning strategies that go beyond year-end and support year-round decision making
  • How to prepare for new charitable contribution limits in 2026 while maximizing 2025 benefits
  • The role of section 1202 qualified small business stock in long-term planning
  • Planning for 2026 gain recognition from prior opportunity zone investments
  • How to use attribute planning and the “Big Three” tax levers to optimize outcomes

Speakers:

Jennifer Feist, RSM US LLP
Andy Swanson, RSM US LLP
Amber Waldman, RSM US LLP


Event details
Date and time

Thursday, October 23, 2025

Recorded, watch anytime

Intended audience

CEOs, chief financial officers, controllers, tax executives

Duration

Each event 60 minutes

Fee

Complimentary