2026 tax planning forum and 2027 outlook

11 a.m. - International tax planning: 2026 implementation, global reporting and 2027 outlook

International tax rules continue to evolve as new U.S. regulations, global reporting requirements and emerging guidance create fresh planning considerations for businesses with global operations. Join RSM’s international tax leaders for a discussion of key 2026 updates and planning considerations heading into 2027.

What you’ll learn

• Key 2026 year-end planning considerations related to new and evolving U.S. international tax regulations, including FDDEI, pro rata rules, section 987 and global transfer pricing updates
• How OBBBA changes affect 2025 tax returns, first-year implementation, modeling and year-end tax planning
• Recent global regulatory developments, including OECD guidance on remote workers and permanent establishment risk
• What companies need to know about European Union (EU) country-by-country disclosure requirements due Dec. 31, 2026
• Planning considerations and expected developments to watch heading into 2027

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Adam Chesman  |  Senior Manager  |  RSM US

1 p.m. - Federal tax planning: 2026 developments and strategies for 2027

Chief financial officers and tax leaders continue to navigate a rapidly changing federal tax environment shaped by major tax legislation, evolving transaction activity and ongoing IRS administrative challenges. Join us for a practical discussion of the issues affecting taxpayers today.

This recorded webinar will examine developments arising from the One Big Beautiful Bill Act (OBBBA) one year after enactment, explore current mergers and acquisitions (M&A) market trends and transaction tax issues, and provide practical strategies for navigating IRS service center delays and compliance challenges. You will gain actionable insights they can apply to planning, compliance, transaction and controversy matters throughout the coming year.

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Alina Solodchikova  |  Tax Controversy Leader  |  RSM US

Jennifer Wiskus  |  Partner  |  RSM US

11 a.m. - State conformity and tax policy trends following the OBBBA: 50 roads diverge

The year 2026 marked the first year that most states grappled with implementing the One Big Beautiful Bill Act (OBBBA), the most significant federal tax legislation since 2017. While many state responses were expected, conformity decisions have further widened the gap between state and federal tax treatment, creating one of the most complex and fragmented state tax landscapes in recent memory.

At the same time, states continue to pursue new revenue sources through the expanded taxation of the digital economy and renewed interest in targeted excise and "sin" taxes. This session will review the most significant legislative, policy and administrative developments of 2026 and discuss the key state tax considerations that taxpayers should be monitoring as they prepare for 2027.

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Mo Bell-Jacobs  |  Tax Managing Director |  RSM US

David Brunori  |  Senior Manager  |  RSM US

1 p.m. - Private companies and high-net-worth individuals: 2026 lessons and the 2027 outlook

The developments that shaped 2026 will continue to influence planning decisions in 2027. This year-end discussion will separate the headlines from the issues that matter most across tax legislation, regulatory developments, accounting changes and broader business, wealth and family office considerations. Attendees will leave with practical insights into the risks, opportunities and planning strategies that should be on their radar as they enter the new year.

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