Programs - Tax

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.

This session will be an update on case law, regulations and other IRS pronouncements, as well as the impact of the OBBBA enacted in 2025 on accounting methods.

In Part 1 of this two-part session, we will review the most common tax issues with ownership structures, employment tax and others that need to be addressed well in advance of ownership transition.

This session will provide an update on case law, regulatory and other IRS guidance and the impact of the OBBBA on C corporations and S corporations.

This session will give an update on what is happening at the IRS given the significant changes in workforce. We will also provide an update on tax controversy matters that impact both individuals and businesses.

In Part 2 of this two-part session, we will review tax areas that threaten the success and completion of an ownership transition, including sales and use tax exposure, locking down key executives, and preparing for an ESOP or PE exit.

This session will provide an update on changes and guidance from select states on both income tax and sales and use tax.

Given the steady development of AI tools, this session will explore the current availability of AI in tax compliance tools, where the future is heading, and the impact on use of tax professionals.

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.

Tax consulting and advisory is growing significantly due in large part to AI tools for income tax planning, R&D and others. This session will explore the use of AI in being more tax consultative with clients; discuss BRN firms that use AI in tools and software for tax consulting; and how to develop a strategy for AI tax and current tools that are available.

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. In this continuing session, we will focus on these items as well as practical examples of what BDO is seeing in practice.

This session highlights tax compliance and consulting challenges and opportunities for pass-through businesses including partnerships and S corporations.

In Part 1 of this two-part session, we will focus on the various types of trusts used in income and estate and gift tax planning and how to strategically work with clients to maximize the value of trusts, including revocable and irrevocable trusts, charitable trusts and other types of trusts.

This session provides insight and challenges on select Federal tax reporting forms required when a U.S. business or individual conducts business outside the U.S., including Forms 5471, 8858 and 5472, among others.

In Part 2 of this two-part session, we will continue the discussion adding in key case law and regulatory and practice updates that affect tax planning for high-net-worth clients.

The continuing session will provide an update on tax planning and challenges seen by BDO’s international tax teams when working with Alliance firms and their clients that are U.S. companies with foreign ownership or operations, as well as specific country updates most common to Alliance firm clients.