WEBINAR

As businesses prepare for year-end 2026, they are entering the first full filing season under many of the most significant tax law changes in recent years. The focus is no longer on understanding the new rules, but on implementing them effectively, identifying planning opportunities, managing compliance risk, and avoiding costly surprises.  

Join members of CohnReznick’s Federal, State & Local, International, Accounting Methods, Cost Segregation, and Tax Risk teams as they discuss lessons learned from the first year under the new tax landscape and the actions businesses should consider before heading into 2027.

Topics include: 

• Key implementation lessons and planning opportunities emerging from the first full year under the new tax rules, including Section 1202 considerations.
• R&D credits, Section 174 developments, advocacy updates, AI-related considerations, state decoupling, and documentation requirements.
• Cost segregation, accounting methods, bonus depreciation, capital investment strategies, property type considerations, and qualified production property planning.
• State tax conformity challenges and multi-state planning considerations, including state responses to federal tax law changes.
• International tax developments affecting globally active businesses, issues for cross-border M&A transactions, inversions and traps for the unwary, Section 245A and cash repatriation.
• Emerging tax risks, enforcement trends, and governance practices organizations should be preparing for now, including limited partner and self-employment tax considerations, cannabis-related tax issues, enterprise audits, and BBA partnership audit risks. 

Who should attend? 

Business owners, CFOs, controllers, tax directors, finance leaders, and other professionals responsible for tax planning, compliance, and financial strategy. 

Earn CPE credit while gaining practical insights to help your organization navigate implementation challenges, reduce risk, and capitalize on opportunities as you prepare for 2027. 

Live event participants can earn up to 1 CPE credit in the Tax field of study. 

Can't make it to the live webinar? Register anyway so you can get access to the on-demand webinar. 

SPEAKERS

Tim Morrison
Senior Manager, National Tax - Cost Segregation
CohnReznick

Dustin Muir

Manager, National Tax - R&D Tax Credits

CohnReznick

CPE Information

Live event participants can earn up to 1 CPE credit in the Tax field of study. 

Program description: As businesses prepare for year-end 2026, they are entering the first full filing season under many of the most significant tax law changes in recent years. The focus is no longer on understanding the new rules, but on implementing them effectively, identifying planning opportunities, managing compliance risk, and avoiding costly surprises. 

Program level: Intermediate: Developing subject knowledge

Prerequisites: A working knowledge of business taxation and prior experience with tax planning, compliance, or financial management responsibilities.

Advanced preparation: None

Topics to be discussed include:

• Identify key tax planning opportunities and compliance considerations arising from the first full year of implementing recent federal tax law changes.
• Evaluate the impact of current developments related to R&D credits, Section 174, AI-related tax considerations, state tax conformity, and documentation requirements.
• Analyze strategies involving cost segregation, accounting methods, bonus depreciation, and capital investment planning to enhance tax efficiency.
• Assess state and international tax developments affecting multi-state and globally active businesses, including implications for cross-border transactions.
• Recognize emerging tax risks, enforcement trends, and governance practices that may affect organizational tax compliance and risk management. 
   

Instructional Delivery Method: Webinars: Group Internet Based

Course Registration Requirements: Landing pages feature this content prior to CPE credit approval.

Official NASBA sponsor statement, if an approved NASBA sponsor (explaining final authority of acceptance of CPE credits):

CohnReznick 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 board of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.