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Get ahead of 2027 with insights that go beyond compliance.

Join CBIZ’s 2027 Tax Planning Webinar to learn how evolving tax legislation, tariff developments, and strategic planning opportunities could affect your business, investments, and long-term financial goals.

Our tax professionals will break down the latest tax and trade developments and discuss practical planning strategies to help strengthen cash flow, support growth initiatives, and position your organization for success in 2027 and beyond.

Topics

  • Tax strategy as a capital allocation tool
  • Optimizing R&E expensing, bonus depreciation, section 179, QPP, QOZs, and section 163(j)
  • Navigating changing tariff regulations and their tax implications
  • Exit planning, ownership transitions, and expanded QSBS opportunities
  • Wealth transfer and charitable planning strategies
  • The impact of PTET, SALT, loss limitations, and trust planning on liquidity events
  • Update on the limited partner exemption

Stay informed on emerging tax and regulatory developments, gain actionable guidance for year-end planning, and identify opportunities to reduce tax exposure, preserve capital, and avoid surprises in 2027.

CPE CREDITS
Program Description CBIZ 2027 Tax Planning Webinar

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Evaluate tax planning strategies that support capital allocation, cash flow management, and business growth.
  • Assess the tax implications of evolving tariff regulations and trade developments.
  • Apply wealth transfer, charitable giving, PTET, SALT, loss limitation, trust planning, and limited partner exemption concepts to year-end tax planning decisions.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 2.4 Credits
Recommended Field of Study Tax
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. 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.