2025 Year-End Webinar Series

11:00 a.m. – 12:00 p.m. ET

During this webinar, our audit and accounting professionals will guide you through key updates and trends to support successful year-end planning. You’ll gain insights into topics such as tariffs, economic uncertainty, business combinations, upcoming FASB and GASB standards, and the SAS 149 Special Considerations – Audits of Group Financial Statements.

• Stephen Bondar, principal, assurance
• Christopher Gilbert, senior manager, assurance
• Lizzie Robinson, senior manager, assurance
• Moderator: Courtney Miller, senior manager, assurance

2:00 – 3:00 p.m. ET

Explore how to elevate your total rewards strategy with insights from our multidisciplinary team. This session covers innovative approaches to health and welfare plan design, current compensation strategies, and governance best practices to help you build resilient, cost-effective programs that evolve with your workforce.

• Katie Vought, senior manager, employee benefit plan audit
• Claudia Hermiz, manager, group benefits advisors (PMGBA)
• Lauren Wegener, manager, employee benefits consulting
• Moderator: Steve VanSteenkiste, partner, employee benefit plan audit

11:00 a.m. – 12:00 p.m. ET

Gain clarity on navigating IRS controversies with insights from our panel of seasoned tax specialists. Learn how to prepare for and navigate exams, maintain audit-ready documentation, and communicate effectively with IRS agents. Our specialists will also explore trends in IRS special enforcement efforts and strategies to avoid traps for unwary taxpayers.

• Dariya Eberbach, senior, tax controversy services
• Jennifer Keegan, senior manager, tax controversy services
• Moderator: Brett Bissonnette, partner, tax controversy services

2:00 p.m. – 3:00 p.m. ET

Cyber threats are rapidly evolving, and organizations must adapt to stay protected. This session offers guidance on identifying and closing security gaps, responding to emerging risks like ransomware and AI integration, and strengthening your cybersecurity strategy. You’ll leave with practical tools and insights to enhance resilience and safeguard your operations.

• Kyle Cawley, senior manager, management consulting
• Gabriel Cisneros, senior manager, management consulting
• Jessica Whitman, principal, management consulting
• Moderator: Taylor Blasco, senior manager, management consulting

11:00 a.m. – 12:00 p.m. ET

Close out 2025 with clarity and confidence. During this webinar, our personal tax and wealth management professionals will unpack the sweeping changes from the One, Big, Beautiful Bill and opportunities for tax planning now and in the coming years. They’ll discuss the use and timing of deductions, exemptions, and rates in 2025 and beyond. They’ll also cover retirement planning, family and education planning, charitable transfer planning, gifting, and tax-efficient investments.

• Paul Meyer, tax partner
• Andrew Buthker, tax senior manager
• Moderator: Jodi Rothenthaler, tax partner

2:00 p.m. – 3:00 p.m. ET

As year-end approaches, understanding the evolving tax landscape is essential for strategic planning. This session brings together specialists from our National Tax Office, state and local tax team, tax solutions group, and international tax services to highlight key strategies for business owners and executives. You’ll gain insights into the One, Big, Beautiful Bill and its wide-ranging tax changes, including TCJA extensions and new policy implementations.

• Sanjay Keswani, manager, state and local tax
• Jesse Larner, senior manager, National Tax Office
• Robert Malmstadt, principal, international tax services
• Derek Tallo, manager, tax solutions group
• Moderator: Jodi Rothenthaler, tax partner