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Tax Trends: 2024 quarterly tax roundtable
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 Tax Trends series webinars available via on-demand, view the July 11, 2024, and March 28, 2024, recordings below.
July 11, 2024: Tax Trends: Quarterly roundtable
Baker Tilly’s second roundtable discussion in our quarterly Tax Trends webinar series is now available. Gain insight into recent tax regulations, evolving tax policies and updates on tax accounting methods. During the webinar, we explored timely tax topics, including:
- The demise of the bipartisan tax bill, the upcoming fiscal cliff and the 2024 election
- Taxable income planning in light of bonus depreciation phase out, Section 174 research and experimental (R&E) opportunities, and interest expense limitation planning
- The proposed regulations on the horizon for the new corporate alternative minimum tax (CAMT), mergers and acquisitions tax, the broadness of stock buyback tax, the Moore v. United States case and determinations of tax-free status: spin-offs, reorganizations and liquidations
- Small business stock, private placement life insurance and the Inflation Reduction Act
Moderator:
Michael Wronsky, Director, Baker Tilly
Panelists:
Kasey Pittman, Director, Baker Tilly
Ben Willis, Director, Baker Tilly
Duncan Campbell, Partner, Baker Tilly
Caitlin Slezak, Director, Baker Tilly
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
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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.
