The recently passed H.R. 1 federal tax and spending bill goes far beyond tax credits—bringing sweeping changes that will reshape how businesses operate, invest, and grow. Join leaders from Baker Tilly as they cut through the noise and explain what’s changing and what it means for your business and personal planning. Our panel of professionals will provide an in-depth look at the latest developments shaping the financial and business landscape. 
 
Key Topics:
•    The Core of the Bill – What’s Inside the Framework
•    Tax Legislation Update 
•    Immediate implications vs. long-term outlook 

You’ll get a clear breakdown of how these changes impact your business and know what to prioritize to stay ahead. 

Learning Objectives:

•    Identify the key provisions of the Budget Reconciliation Bill 
•    Describe how the tax changes impact business operations and tax planning
•    Evaluate current strategies and identify how the changes affect your team, operations, and partners 
•    Analyze market trends and develop strategies to navigate them effectively

Speakers

Chris Bell, Principal
[email protected]
Chris has practiced public accounting since 2005. He provides tax, strategic planning, and transaction planning services to health care organizations throughout California. He is a frequent speaker and author on tax reform, the Affordable Care Act, the CARES Act, and health care policy. Prior to joining Baker Tilly, Chris managed a neonatology medical practice.  

Bob Reynolds, Principal
[email protected]
Bob has practiced public accounting since 1998, helping clients with California income and franchise tax dispute resolution and tax planning issues. Prior to joining Baker Tilly, he was a senior audit manager with the California Franchise Tax Board where he oversaw the examinations of Fortune 500 companies throughout the United States.

Evening Itinerary:

In Person:
3:30 pm – Networking + Registration
4:00 pm – Presentation
5:00 pm -- End presentation, Dinner networking starts (please register separately for dinner)

Registration closes at 10am the day before the event.  

Hosted by:

Please invite your qualified guests and once confirmed, send Micky ([email protected]) their contact information so she can register them as your guest. 

CPE Credit

One (1.0) CPE credit available. Field of Study: TBA

Financial Executives International (FEI) 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 the 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.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.