Recorded virtual event
Tax in Motion: 2025 planning and 2026 outlook
October 23, 2025
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
International tax planning: Navigating new legislation, transfer pricing and Pillar Two
Tuesday, October 21, 2025 at 1 p.m. ET
Global tax reform continues to reshape the international landscape. In this session, RSM’s international tax leaders will break down the latest regulatory developments—including effects of the One Big Beautiful Bill Act (OBBBA), updates to transfer pricing and Organisation for Economic Co-operation and Development Pillar Two compliance. You’ll also gain insights into how reforms are affecting pass-throughs and the corporate alternative minimum tax (CAMT), and what these changes mean for public companies navigating complex global operations.
What you’ll learn:
- Key 2025 year-end planning strategies in light of new international tax regulations and legislation
- How OBBBA affects pass-throughs and CAMT compliance
- The latest updates in transfer pricing and Pillar Two implementation
- The role of emerging digital systems and technologies in shaping financial reporting
- Broader implications for public companies operating across global jurisdictions
Speakers:
Ayana Martinez, RSM US LLP
Adam Chesman, RSM US LLP
Greg Pudenz, RSM US LLP
Chris Dupuis, RSM US LLP
State and local tax 2025 strategic review and 2026 outlook
Tuesday, October 21, 2025 at 3 p.m. ETThe state tax community faced new milestones in 2025 as multiple events merged to create a transitional and evolving landscape. First, state 2025 legislative session activity surged to activity not seen since before the pandemic as tax bills were passed covering every aspect of subnational taxation.
Next, OBBBA—the most significant federal tax reform since 2017—is causing states to consider federal conformity while tackling new budget line items. Finally, slowing state tax collections, uncertain tariff impacts and a deteriorating labor market are adding unease to the fiscal year 2027 state budget landscape. This session will review the 2025 state tax highlights to help prepare taxpayers for the year ahead.
What you’ll learn:
- How OBBBA is influencing state tax conformity, and what rolling vs. fixed-date approaches mean for taxpayers
- Economic and legislative trends that will drive 2026 state tax agendas
- Key risks and opportunities in 2025 state tax legislation for middle market businesses
- Critical planning areas, including nexus reviews, gross receipts tax exposure, digital asset taxation and audit risk mitigation under evolving enforcement practices
Speakers:
David Brunori, RSM US LLP
Amy Letourneau, RSM US LLP
Mo Bell-Jacobs, RSM US LLP
Bob Gershon, RSM US LLP
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
Federal tax planning: 2025 review and 2026 outlook
Thursday, October 23, 2025 at 1 p.m. ET
The federal tax landscape has shifted dramatically in 2025, creating new opportunities—and complexities—for businesses. In this session, RSM tax professionals will walk through the most significant updates from our 2025 Federal business tax planning guide, including key OBBBA provisions. From expanded deductions to strategic timing of income and expenses, you’ll gain actionable insights to optimize your tax position and stay compliant.
What you’ll learn:
- How to apply key planning strategies from the 2025 Federal business tax planning guide, including entity structuring, depreciation and timing techniques
- The impact of OBBBA provisions such as tax relief on tips, overtime and car loan interest; expanded deductions for seniors; and full expensing of domestic research under section 174A
- Changes to itemized and standard deductions affecting high-income earners; seniors; and those with significant state and local tax, mortgage or vehicle-related deductions
- How to build a proactive tax strategy that blends traditional planning principles with new legislative opportunities
Speakers:
Ryan Corcoran, RSM US LLP
Matthew Talcoff, RSM US LLP
Amber Salotto, RSM US LLP
Debbie Gordon, RSM US LLP