Tax reform in motion

The One Big Beautiful Bill Act (OBBBA), signed into U.S. law on July Fourth, brings significant tax changes affecting closely held U.S. businesses, individual owners and multinational enterprises, including many Canadian organizations with U.S. operations or cross-border structures.

Join RSM tax professionals for two focused webinars breaking down what this sweeping U.S. legislation means for your tax planning and compliance strategy now and in the years to come, especially if you manage cross-border interests.

Session 1

OBBBA tax updates for closely held businesses and their owners

Watch this timely and practical overview of the OBBBA, focused on helping high net worth individuals and private company owners make informed tax decisions for Q3 estimated payments and beyond. Attendees will gain a clear understanding of what has changed, what’s urgent, and what’s on the horizon as it relates to how their tax profile aligns with their business and personal goals.

The session will break down:

• Key provisions that require no immediate action but are important to understand
• Individual-related provisions that may warrant proactive planning
• Business-related provisions that could impact entity-level decisions
• Estate planning update

Who should attend: Canadian business owners with U.S. interests, cross-border advisors, and family offices with complex structures

Learning objectives:

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

• Identify key OBBBA provisions that impact individual and business tax planning
• Evaluate which changes require immediate action versus long-term consideration
• Assess how new rules affect entity-level decisions and individual tax profiles

RSM presenters:

• Andy Swanson, Partner
• Jamie Sanders, Partner
• Amber Waldman, Senior Director