Join RSM tax leaders for a four-part webinar series focused on key developments that may shape year-end tax planning and the 2027 tax outlook. Held over two days, our specialists will share practical insights into international, federal and state tax considerations to help businesses and high-net-worth individuals prepare for the year ahead.
Event details
Date and time
October 21 and 22 - 11 a.m. and 1 p.m. ET
Intended audience
CEOs, chief financial officers, controllers and tax executives
Duration
60 minutes (each session)
CPE Credit
Up to four CPE credits will be issued to eligible participants
Fee
Complimentary
Event overview
Wednesday, Oct. 21, 2026
International tax rules continue to evolve as new U.S. regulations, global reporting requirements and emerging guidance create fresh planning considerations for businesses with global operations. Join RSM’s international tax leaders for a discussion of key 2026 updates and planning considerations heading into 2027.
What you’ll learn
- Key 2026 year-end planning considerations related to new and evolving U.S. international tax regulations, including FDDEI, pro rata rules and section 987
- How OBBBA changes affect 2025 tax returns, first-year implementation, modeling and year-end tax planning
- Recent global regulatory developments, including OECD guidance on remote workers and permanent establishment risk
- What companies need to know about European Union (EU) country-by-country disclosure requirements due Dec. 31, 2026
- Planning considerations and expected developments to watch heading into 2027
PresentersLearning objectives
After attending this session, participants will be able to:
- Identify key 2026 U.S. and international tax considerations, including implications of OBBBA changes.
- Explain global developments affecting remote workers and permanent establishment risk.
- Describe EU country-by-country disclosure requirements.
- Anticipate emerging international tax developments that may shape 2027 planning.
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 3 polling questions to receive credit. Group CPE and partial credit 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
Chief financial officers and tax leaders continue to navigate a rapidly changing federal tax environment shaped by major tax legislation, evolving transaction activity and ongoing IRS administrative challenges. Join us for a practical discussion of the issues affecting taxpayers today.
The webinar will examine developments arising from the One Big Beautiful Bill Act (OBBBA) one year after enactment, explore current mergers and acquisitions (M&A) market trends and transaction tax issues, and provide practical strategies for navigating IRS service center delays and compliance challenges. Attendees will gain actionable insights they can apply to planning, compliance, transaction and controversy matters throughout the coming year.
PresentersJennifer Wiskus | Partner | RSM US
Learning objectives
After attending this session, participants will be able to:
- Explain key federal tax developments following OBBBA enactment.
- Assess current M&A trends and related transaction tax considerations.
- Identify strategies for managing IRS service center delays and compliance challenges.
- Apply these insights to 2027 planning, compliance and controversy matters.
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 3 polling questions to receive credit. Group CPE and partial credit 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
Thursday, Oct. 22, 2026
The year 2026 marked the first year that most states grappled with implementing the One Big Beautiful Bill Act (OBBBA), the most significant federal tax legislation since 2017. While many state responses were expected, conformity decisions have further widened the gap between state and federal tax treatment, creating one of the most complex and fragmented state tax landscapes in recent memory.
At the same time, states continue to pursue new revenue sources through the expanded taxation of the digital economy and renewed interest in targeted excise and "sin" taxes. This session will review the most significant legislative, policy and administrative developments of 2026 and discuss the key state tax considerations that taxpayers should be monitoring as they prepare for 2027.
PresentersLearning objectives
After attending this session, participants will be able to:
- Explain states conformity responses to the OBBBA.
- Identify key 2026 state tax policy and administrative trends.
- Assess risks and opportunities from tax base expansions and industry-specific taxes.
- Prepare for 2027 state and local tax developments.
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 3 polling questions to receive credit. Group CPE and partial credit 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
The developments that shaped 2026 will continue to influence planning decisions in 2027. This year-end discussion will separate the headlines from the issues that matter most across tax legislation, regulatory developments, accounting changes and broader business, wealth and family office considerations. Attendees will leave with practical insights into the risks, opportunities and planning strategies that should be on their radar as they enter the new year.
PresentersLearning objectives
After attending this session, participants will be able to:
- Explain key federal tax developments following OBBBA enactment.
- Assess current M&A trends and related transaction tax considerations.
- Identify strategies for managing IRS service center delays and compliance challenges.
- Apply these insights to 2027 planning, compliance and controversy matters.
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 3 polling questions to receive credit. Group CPE and partial credit 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
Event details
Date and time
October 21 and 22 - 11 a.m. and 1 p.m. ET
Intended audience
CEOs, chief financial officers, controllers and tax executives
Duration
60 minutes (each session)
CPE Credit
Up to four CPE credits will be issued to eligible participants
Fee
Complimentary
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