Date Start Date: 10/9/2025 Start Time: 1:00 PM EST End Date: 10/9/2025 End Time: 2:00 PM EST Contact Name: Kristyn Brophy Email
Join us as we continue our quarterly Tax Trends webinar series on Thursday, Oct. 9. This engaging session will provide valuable insights for professionals navigating the evolving tax landscape. We’ll explore timely tax topics related to the One Big Beautiful Bill Act (OBBBA), including: Evaluating the impact of the OBBBA on employer-provided fringe benefits Analyzing the expanded executive compensation rules under the OBBBA and their implications for deduction limits and excise taxes Applying strategic tax planning techniques for equity compensation, in light of OBBBA changes Learning objectives Understand the permanent and modified provisions related to student loan assistance, transportation, meals, dependent care and paid family leave Assess compliance requirements and planning considerations for each benefit type Apply inflation adjustments and new thresholds to benefit plan documentation and employee communications Interpret the broadened aggregation rules for publicly held corporations and the expanded definition of “covered employees” Assess the impact of the $1 million deduction limit and excise tax on tax-exempt organizations Develop strategies for tracking compensation across controlled groups and restructuring executive pay plans Understand AMT exposure for ISO exercises and evaluate timing strategies to minimize liability Leverage charitable giving and disqualifying dispositions to offset tax burdens Identify opportunities for QSBS treatment and plan around liquidity events to maximize capital gain exclusions Visit the Website
