Session Information
As we navigate into the 2026 tax year landscape, CFOs face a critical juncture: sweeping legislative changes under the One Big Beautiful Bill Act (OBBBA) coupled with routine inflation adjustments, sunset provisions in the tax code, and stalled audits in the wake of DOGE.
This session, led by Baker Tilly and Tax Executives Institute experts, will equip finance leaders with the up-to-date insights to adjust strategy, structure, and compliance for their organizations.
We will unpack:
- The major new provisions in OBBBA that may directly impact corporate income tax rates and reporting requirements.
- Strategies for managing IRS tax audits amid current organizational constraints.
- Key tax updates for 2026 – including inflation-indexed tax brackets, standard deduction increases, estate and gift tax adjustments, and other IRS changes.
- State tax implications of OBBBA, including the impact on research expenditures, bonus depreciation, interest expense limitations, and new Global Intangible Low-Taxed Income (GILTI) rules.
- Practical action steps: what to assess immediately, how to align capital-investment and bonus-depreciation decisions, how to structure carry-forward strategies, and what risk areas to monitor (e.g., IRS audit focus, state conformity).
- What CFOs should forecast for 2027 and beyond: sunset timelines and how to position your organization given evolving tax policy.
Attendees will leave with a tactical “tax roadmap” – which will help ensure their 2026 tax-footprint is optimized, compliant, and aligned with broader strategic goals.
Speakers:
- Jones Lam – President, Tax Executives Institute of San Francisco; Head of Tax previously at Lacework, Inc., Udemy, Inc., and Veeva Systems Inc.
- Alison Proctor – Principal, Baker Tilly
- Kristina Stibrich – Principal, Baker Tilly
1.5 CPE credits available
Registration
Please register for the session here
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