TEI Philadelphia - A Comprehensive Tax Program with Forvis Mazars

Join TEI and Forvis Mazars for an engaging and wide-ranging tax day designed to deliver actionable insights across the most critical issues.
About this Event

Join TEI and Forvis Mazars for an engaging and wide-ranging tax program designed to deliver actionable insights across the most critical issues facing tax professionals today. This dynamic session features a diverse lineup of Forvis Mazars thought leaders covering over three hours of substantive content.

Program Highlights:

• State and Local Tax Planning — Aaron Schaal & Richa Prakash will explore key SALT strategies and planning opportunities in today's evolving landscape.
• Tariff & Washington National Tax Office Update — Aaron Schaal provides a timely update on tariff developments and the latest from Washington that every tax professional needs to know.
• Turning AI Investments into Tax Savings: Maximizing the R&D Tax Credit — Andrew Kosoy examines how organizations can leverage their AI investments to maximize R&D tax credit opportunities.
• Tax Planning for Closely Held Businesses — Dan McGuckin discusses targeted planning strategies for closely held business structures.
• Transfer Pricing Under the Revised OECD Framework — Richa Prakash delivers an in-depth review of transfer pricing considerations in light of the revised OECD framework.
• Building the Bridge Between Audit and Tax — Kirk Eldridge addresses the critical intersection of audit and tax functions and how alignment drives value.
• Lessons from a Head of Tax: What CFOs Want to Know — In the program's capstone session, Aaron Schaal shares practical insights on what finance leaders are expecting from their tax teams today.

This is a great opportunity to hear from Forvis Mazars professionals on the issues that matter most — from global transfer pricing to domestic tax planning to the evolving role of AI. We look forward to seeing you there.

Agenda

🕑: 09:00 AM
State and Local Tax Planning
Tariff & Washington National Tax Office Update
Turning AI Investments into Tax Savings by Maximizing the R&D Tax Credit
Tax Planning for Closely Held Businesses
Transfer Pricing Under the Revised OECD Framework
Building the Bridge Between Audit and Tax
Lessons from a Head of Tax: What CFOs Want to Know