Start Date:
Start Time:
11:00 AM EST
End Date:
End Time:
4:00 PM EST



Join RSM's highly anticipated two-day federal tax forum for comprehensive sessions covering crucial updates in federal tax regulations and practices!

This immersive forum comprises six dynamic sessions spread across two days, all of which are eligible for continuing professional education (CPE) credits. Dive deep into the latest developments and insights shaping the federal tax landscape. Don't miss out on this invaluable opportunity to stay ahead of the curve in your tax practice!

Reserve your spot today!

Tuesday, June 25

11 a.m. ET Exit planning (M&A tax)
This course covers common tax issues and opportunities encountered by sellers in mergers and acquisitions. We will provide an overview of the transaction process and highlight transaction-driven opportunities that may be difficult to pursue without advance planning. This session helps sellers consider the tax impact at the beginning, middle and conclusion of a transformative event.


Patrick Phillips, Principal, RSM US LLP
Amanda Hodgson, Senior Manager, RSM US LLP
Dan Chadwick, Senior Manager, RSM US LLP

Learning objectives:

  1. Describe best practices for tax-related processes in transactions.
  2. Detail common transaction structures with meaningful tax differences.
  3. Identify planning techniques, including options with qualified small business stock and opportunities in decision making between asset and stock sales.

1 p.m. ET Futureproofing your tax function

Aligned with the objectives and goals of your organization, optimizing your tax function requires a holistic approach inclusive of people, processes, data and technology. Begin your tax transformation journey by joining our panel of tax professionals, as they delve into how a fully optimized tax function can deliver heightened transparency and financial visibility, bolster overall efficiency and productivity, elevate the employee experience, and secure lasting competitive advantages.


Dave Schwartz, Senior Director, RSM US LLP
Jennifer Snow, Senior Manager, RSM US LLP
John Ihne, Senior Manager, RSM US LLP

Learning objectives:

  1. Recognize how to efficiently bring together structured enterprise data from various sources, enabling seamless tax processes and analytics.
  2. Explain practical approaches to automate tax-related tasks, reducing manual transformation of enterprise data and improving overall efficiency. Explain how optimizing tax processes today will meet the evolving needs of tomorrow’s tax landscape. 
  3. Describe how defining tax data can help stakeholders build a robust tax reporting strategy where tax data works for the business vs. the business working for tax data. 
  4. Discuss how proper documentation, tax policy processes, tax data policies and effective tax stakeholder management mitigates key person risk, operational risk and delivery risk.

3 p.m. ET The IRS of the future

Learn how the IRS is improving service for taxpayers, including enhanced e-services accounts and faster tax return processing. Get updates on refund claim statuses and practitioner priority telephone lines. We'll also cover what IRS training for new customer service staff looks like and discuss future services.


Alina Solodchikova, Principal, RSM US LLP
Courtney Kay Decker, Deputy Chief Taxpayer Experience Officer, IRS

Learning objectives:

  1. Explore the future landscape of the IRS and the anticipated service enhancements for taxpayers.
  2. Determine the expanded features and capabilities of e-services accounts, benefiting both taxpayers and tax practitioners.
  3. Demonstrate how to stay informed about tax return processing delays, including refund claim statuses, and how taxpayers can easily track their refund status.
  4. Discover potential upcoming services for practitioners and taxpayers, both online and over the phone, enhancing accessibility and convenience in tax-related matters.


Wednesday, June 26

11 a.m. ET Hot Topics in compensation and benefits

This session will provide an overview of current topics in the compensation and benefits area that have tax impacts you should be aware of. Those current topics range from regulatory changes to employee demographic shifts that employers face. Being aware of the tax impacts will help you mitigate risk and make informed business decisions.


Anne Bushman, Partner, RSM US LLP
Michelle Borman, Senior Manager, RSM US LLP
Rachel Simon, Senior Manager, RSM US LLP

Learning objectives:

  1. Recognize recent or upcoming changes in compensation and benefits tax rules.
  2. Identify market changes that may affect compensation and benefits plans.
  3. Identify areas of risk with respect to tax reporting of compensation and benefits.

1 p.m. ET Sustainability considerations for tax professionals

Businesses worldwide are increasingly focused on sustainability and prioritizing decarbonization as a critical strategy to combat climate change. With the current regulatory environment and growing attention from investors, customers, and employees on sustainability, companies must assess their energy consumption and carbon footprint. The landmark Inflation Reduction Act of 2022 (IRA) has played a pivotal role in making decarbonization projects economically viable.


Debbie Gordon, Principal, RSM US LLP


Jon Caforio, Principal, RSM US LLP
Anthony DeCandido, Partner, RSM US LLP
Dana Jackson, Partner, RSM US LLP
Alex Kotsopoulous, Partner, RSM Canada LLP

Learning objectives:

  1. Determine the current regulatory environment and business pressures/focus on sustainability and decarbonization.
  2. Describe the key players in the sustainability conversation and the role of tax.
  3. Explore holistic business approach to sustainability and how tax fits into the conversation.
  4. Explain the tax incentives provided by the IRA that encourage businesses to invest in clean energy projects.

3 p.m. ET ASC 740: Trends and updates

Staying current on financial reporting rules and income tax issues is critical to ensuring accuracy in a company’s provision for income taxes. During this session, attendees will learn about recent issues and trends in ASC 740, including updates to related accounting standards, recent tax law changes and areas of complexity in ASC 740.


Cassie Conley, Partner, RSM US LLP
Darian Harnish, Senior Manager, RSM US LLP

Learning objectives:

  1. Evaluate the impact of recent Accounting Standards Updates on income tax provisions and the related disclosures.
  2. Evaluate tax credit planning opportunities and the impact on financial statements.
  3. Identify the impacts of Pillar Two and the global minimum tax on financial statements.
  4. Identify and discuss common issues in accounting for income taxes.

Learning objectives

Upon completion of this webcast, attendees will be able to:

  • Distinguish common transaction structures with meaningful tax differences as well as best practices for tax-related processes in transactions.
  • Explain how to optimize tax processes today to meet the evolving needs of tomorrow’s tax landscape while de-risking tax functions.
  • Describe what taxpayers can expect in terms of improvements of services and how the IRS is planning for the future.
  • Identify how market changes may affect compensation and benefits plans and what those areas of risks may be with respect to tax reporting.
  • Communicate current regulatory environment and how to consider tax business strategy in sustainability and decarbonization.
  • Evaluate the impact of recent Accounting Standards Updates on income tax provisions and the related disclosures and what this can mean for businesses.

CPE credits

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credits per webcast

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