2026 Tax Break Summer Series
Series
State tax audits & controversies: Strategic approaches for better outcomes
During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness, what to expect during the audit cycle, and working through disputes.
- Stuart Algood, senior
- Adam Garn, principal
- Jeanette Tolar, partner
Maximizing investments in facilities and equipment
This webinar will explore current tax rules that allow organizations to immediately deduct qualifying investments in facilities, property, and equipment, along with key timing and planning considerations. Our specialists will also discuss cost segregation, capital expenditure strategies, and how lease, buy, or build decisions can impact both tax outcomes and broader business objectives.
- Adam Burgess, principal, corporate real estate
- Alex Hanley-Shenolikar, principal
- Andrew Lazoen, senior manager
- Jeremy Sompels, tax partner
Domestic M&A trends and tax considerations in a shifting deal environment
This webinar will provide a state-of-the-market look at domestic M&A activity and the evolving tax considerations influencing today’s deal environment. Our transaction tax specialists will discuss how heightened diligence, tax risk assessment, and structuring considerations (including Section 1202, nexus, and PTE regimes) are shaping transaction outcomes.
- Phil Mather, senior manager
- Seth Moody, principal
- Rebecca Pugliesi, principal
- Soren Rossi, vice president, PMCF investment banking
Navigating tax planning considerations through the shifting economic landscape
This webinar will examine how recent tax law changes, inflation, and renewed tariff activity are shaping today’s accounting methods landscape. Our specialists will discuss practical considerations around method changes, the use of LIFO in an inflationary environment, and how organizations can identify planning opportunities amid ongoing economic and legislative uncertainty.
- Nathan Fraeyman, senior manager
- Jesse Larner, senior manager
- Kate Oliver, senior manager
