Pre-Conference Group Meetings & Roundtables: Monday, May 5
9:00 am - 12:00 pm (PT)
Tax
Tax Practice Leaders Forum
BDO Tax Leaders will provide an update on Tax operational matters including outsourcing, AI tax strategy and tax compliance processing. The balance of the session will be roundtable discussions with peer Alliance firms sharing information on these and similar topics.
Day 2: Tuesday, May 6
9:20 am – 10:20 am (PT)
Tax
High Net Worth Tax Strategies: Income, E&G and Trusts
BDO USA, P.C.
This session will focus on tax strategies for high-net-worth individuals including the impact of the 2024 election and sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025.
9:20 am – 10:20 am (PT)
Tax
State Tax Update: Income and Sales & Use
BDO USA, P.C.
This session will provide an update on changes and guidance from select states on both income tax and sales and use tax.
10:40 am – 11:40 am (PT)
Tax
Private Client Services Tax Update
BDO USA, P.C.
This session will focus on issues and challenges for BDO Alliance firm clients on estate and gift tax issues, select trusts used for income tax planning, and overall income tax planning, including the impact of the 2024 election on legislation and sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025.
10:40 am – 11:40 am (PT)
Tax
Partnership Tax: Case Law and Regulatory Update
BDO USA, P.C.
As the IRS continues to focus on partnership tax matters (including reporting and structuring), it is important to stay up to speed on legislative, regulatory and judicial changes. The presenters will focus on these items as well as practical examples of what they are seeing in practice.
1:00 pm – 2:00 pm (PT)
Tax
International Tax: U.S. and Foreign Countries Update
BDO USA, P.C.
This session will provide an update on tax planning and challenges that the BDO International Tax teams work on with Alliance firms’ clients that are U.S. companies with foreign ownership or operations, with specific country updates most common to Alliance firm clients.
1:00 pm – 2:00 pm (PT)
Tax
Tax Credits Exploration: Federal and State Level
BDO USA, P.C.
As more business incentives and credits become available, it is important to know what is out there and how best to utilize and whether to use them.
2:20 pm – 3:20 pm (PT)
Tax
S Corporation Update
BDO USA, P.C.
This session will give an update on legislative, regulatory and case law in S corporations and on common issues and challenges in S corporations.
2:20 pm – 3:20 pm (PT)
Tax
International Tax: U.S. Compliance Issues and Challenges and Opportunities to Add Value
BDO USA, P.C.
This session will provide insight and challenges on select Federal tax reporting forms that are required when a U.S. business or individual conducts business outside the U.S., including Forms 5471, 8858 and 5472, among others.
3:40 pm – 4:40 pm (PT)
Tax
Common Tax Challenges in Pass Through Businesses
Sue Smith, Surgent (BRN Firm)
This session will highlight both tax compliance and tax consulting challenges and opportunities for pass-through businesses, including partnerships and S corporations.
3:40 pm – 4:40 pm (PT)
Tax
Corporate Tax: General Corporate Tax Update
BDO USA, P.C.
This session will provide an update on case law, regulatory and other IRS guidance and the impact of the 2024 election.
Day 3: Wednesday, May 7
8:00 am – 9:00 am (PT)
Tax
Tax Consultative Strategy, including using AI In Tax
BDO USA, P.C.
Given the constant development of AI tools, this session will explore the use of AI in being more tax consultative with clients including developing a strategy on AI Tax and current tools that are available.
8:00 am – 9:00 am (PT)
Tax
Tax Legislation and Controversy Update
BDO USA, P.C.
Based on the results of the 2024 election, this session will give an update on any pending legislation and an outlook on future Tax legislation. It will also provide an update on tax controversy matters that impact both individuals and businesses.
8:00 am – 9:00 am (PT)
Tax
Compensation and Benefits Update, including Retirement Plans, Executive Compensation and ESOPs
BDO USA, P.C.
This session will give an update on regulatory and case law guidance on Qualified Retirement plans, including Secure Act 2.0, trends in executive compensation structures and ESOP structuring and strategies.
9:20 am – 10:20 am (PT)
Tax
Partnership Tax: Compliance Challenges
BDO USA, P.C.
This presenters in this session will provide insight and guidance on select Partnership compliance issues and challenges including an overview of new reporting requirements, such as Form 7217. The content is developed based on work that BDO’s National Tax Office has done with Alliance members.
9:20 am – 10:20 am (PT)
Tax
Accounting Methods: Update and Strategic Planning
BDO USA, P.C.
This session will be an update on case law, regulations and other IRS pronouncements and the impact of the November 2024 election on accounting methods.