Virtual event

Tax in Motion: 2025 planning and 2026 outlook

October 21, 2025
Event details
Date and time

Tuesday, October 21, 2025

and Wednesday, Oct. 23, 2025 Starting at 11 a.m. ET

Intended audience

CEOs, chief financial officers, controllers, tax executives

Duration

Each event 60 minutes

CPD Credit

One credit hour for each webcast, up to five total

Fee

Complimentary

Event overview

Join RSM for an exclusive two-day event featuring five timely webinars that unpack key tax policy changes and pressing business challenges in an economic environment full of uncertainty and cost pressures. We’ll help you plan confidently for 2026 and beyond.

 

Register for each of the five sessions: 


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
Stephen Rupnarian, RSM Canada

Thursday, Oct. 23, 2025

Navigating OBBBA and key tax levers for individuals and business owners

Thursday, October 23, 2023 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



CPD credits

CPD credit available
RSM US LLP is pleased to offer 1.0 CPD credits for attending each webinar. To qualify, you must log in to the webinar 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: Statistics
CPD: 1.0 credit per webcast

Event details
Date and time

Tuesday, October 21, 2025

and Wednesday, Oct. 23, 2025 Starting at 11 a.m. ET

Intended audience

CEOs, chief financial officers, controllers, tax executives

Duration

Each event 60 minutes

CPD Credit

One credit hour for each webcast, up to five total

Fee

Complimentary

Select your preferred sessions and register once.