2026 Tax Break Summer Series
- Date:
- June 9-Aug. 25, 2026
Agenda
June 9, 2026 | State tax audits & controversies: Strategic approaches for better outcomes
2:00 – 3:00 p.m. ET
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
June 25, 2026 | Maximizing investments in facilities and equipment
2:00 – 3:00 p.m. ET
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
July 28, 2026 | Domestic M&A trends and tax considerations in a shifting deal environment
11:00 a.m. – 12:00 p.m. ET
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
Aug. 25, 2026 | Navigating tax planning considerations through the shifting economic landscape
11:00 a.m. – 12:00 p.m. ET
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
For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.
Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.
Plante & Moran, PLLC, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.
