We are pleased to invite you to participate in our free Continuing Professional Education (CPE) events held throughout the month of December. Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization.
Agenda
When: December 9, 2025
1:00 – 1:05 pm Intro and Housekeeping
1:05 – 1:30 pm Federal Tax Update
1:30 – 2:15 pm Tax Planning Ideas for the High Net Worth Individual
2: 15 – 2:40 pm Estate Planning Update
2: 40 – 2: 45 pm BREAK
2:45 – 3:10 pm State and Local Tax Planning and Update
3:10 – 3:55 pm Federal R&D Tax Credit Update
3:55 – 4:00 pm Q&A/Wrap Up/Catch Up Time
3 CPE Hours
Federal Tax Update
Speaker: Dan Phillips
Description: Review of the current state of the federal legislature and potential tax reform objectives. Reflect on tax impacts of the OBBB across a variety of taxpayers and situations.
Learning objective: Obtain a general understanding of current status of the Capital and potential tax legislation. Be familiar with high level impacts of the OBBB for 2025 and into the future.
Tax Planning Ideas for the High Net Worth Individual
Speakers: Darin Schindler and Vicki Mayowski
Description: : Individual income tax planning strategies and other strategies designed for high net worth individuals.
Learning Objective: Obtain knowledge of the tax planning strategies that high net worth individuals can benefit from with respect to their federal and state income taxes.
Estate Planning Update
Speaker: Greg Allison
Description: This session will provide an update on recent changes in the estate planning area (notably the impact of the One Big Beautiful Bill), and visit some of the most popular estate planning strategies of 2025 focusing on the top strategies for individuals under the new $15 million exemption.
Learning Objectives: Identify recent legislative changes and case law impacting the estate planning area and understand relevant strategies to deploy.
State and Local Tax Planning and Update
Speaker: Stephen Worth
Description: This session will provide an update on recent changes to state tax legislation, including the state implications of the OBBB and a focus on changes in Pennsylvania and Ohio. The session will also include a discussion of common state tax pitfalls and opportunities for state tax savings.
Learning Objectives: Identify state tax legislative updates, as well as identify state tax exposure risk and opportunities.
Federal R&D Tax Credit Update
Speakers: Ross Alessandro, Erin Haase, Charlotte Garraway
Description: This session will provide a comprehensive overview of the latest developments in the Federal Research & Development (R&D) Tax Credit, including key changes introduced by the One Big Beautiful Bill Act (OBBBA) and recent IRS guidance. Attendees will gain insights into the reinstatement of immediate expensing for domestic R&D under Section 174A, enhanced documentation requirements for Form 6765, and strategic planning opportunities for both large and small businesses.
Learning Objectives: Understand the latest legislative and regulatory changes related to the Federal Research and Development Tax Credit.
Delivery Method: Group Internet (Live) or Self Study (On-demand)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Tax
Contact (Registering/Technical Issues): Lindsay Sherrill
Register for this or all webinars
In order to be awarded CPE credit(s), you must be present for a minimum of 50 minutes after the start of the event and respond to at least 3 polling questions
Schneider Downs 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
