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During our quarterly Tax Trends roundtable series, a panel of experienced Baker Tilly tax professionals discuss recent updates from Washington, including the latest changes in tax legislation and a tax policy outlook. This series delves into navigating current tax challenges and opportunities that partnerships, individuals, corporations and international companies are facing.

The Tax Trends: Quarterly tax roundtable is CPE eligible when attended live. To watch the most recent Tax Trends webinar available via on-demand, view the recording below.

March 28, 2024: Tax Trends: Quarterly roundtable

Baker Tilly’s webinar covered the following current tax topics:

  • Tax policy updates: A 2024 tax legislation outlook, including the Tax Cuts and Jobs Act (TCJA) of 2017’s upcoming sunsetting provisions
  • Partnerships: Tax implications of intercompany partnership loans and potential upcoming changes to self-employment tax due to a recent tax court case
  • Individual: Small business stock, private placement life insurance and the Inflation Reduction Act
  • Corporate: The current mergers and acquisitions market, choice of entity considerations, corporate alternative minimum tax and the U.S. Supreme Court Moore case
  • International: Corporate alternative minimum tax and interplay with Pillar II, transition tax refunds and controlled foreign corporation group elections


Michael Wronsky, Director, Baker Tilly


Ben Willis, Director, Baker Tilly

Kevin Kao, Director, Baker Tilly

Mike Schiavo, Director, Baker Tilly

Michael Lum, Director, Baker Tilly

Kasey Pittman, Director, Baker Tilly

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments. Baker Tilly US, LLP does not practice law, nor does it give legal advice, and makes no representations regarding questions of legal interpretation.

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