ON-DEMAND WEBINAR

As 2025 draws to a close, taxpayers face a transformed landscape shaped by the sweeping provisions of the One Big Beautiful Bill Act (OBBBA). With new deductions, phaseouts, and compliance rules introduced, this is a critical time for individuals and businesses to revisit their tax strategy and position themselves for success in 2026 before year-end.

Watch members of CohnReznick’s Federal, State and Local, International, and Trusts and Estates Tax practices along with members of our Private Client Services practice as we run through key concerns, areas to watch, and what’s next with regards to:

• Bonus depreciation, Section 174, Section 1202, and Section 163(j) following OBBBA changes and how state-level impacts may affect planning
• Planning around the expanded SALT deduction cap and pass-through entity tax (PTET) and updates related to state conformity to the OBBBA.
• Strategic considerations for IC-DISC planning, BEAT, FDII, and anticipated GILTI rate changes.
• Estate and gift planning strategies considering the updates under the OBBBA.
• The OBBBA changes impacting high net worth individuals’ year-end tax planning.

Recorded on November 4, 2025.

SPEAKERS

Brian Newman

Partner,

Practice Leader, Federal

Tax Practice

CohnReznick

ManTing Yan 
Senior Manager,

 National Tax – Private Client Services
CohnReznick

"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.