As 2026 draws to a close, businesses and individuals have numerous opportunities in the tax code to consider as they evaluate year-end strategies. From items introduced under the One Big Beautiful Bill Act now in effect, to other impactful federal and state tax provisions, holistically evaluating your tax situation can help inform year-end decisions and minimize your 2026 tax burden.
Join our tax professionals as they break down key developments and opportunities — and what they could mean for your year-end planning. Explore the session that best reflects your needs, or attend both for a more comprehensive perspective.
1
DEC
Year-End Tax Strategies for Private Companies
Tuesday, December 1, 11 a.m. to Noon ET
Consider planning opportunities across tax credits and incentives, deductions, accounting methods, state and local taxation, and other areas that could impact your business heading into 2027.
Participants will earn 1.0 CPE credit.
Presenters: Terri Nietzel, Adam Spitznagel8
DEC
Year-End Tax Strategies for High-Net-Worth Individuals
Tuesday, December 8, 11 a.m. to Noon ET
Understand how itemized deductions, charitable giving, investments, estate and gift planning, and other areas could affect your tax picture as you prepare for 2027.
Participants will earn 1.0 CPE credit.
Presenters: Tim Kaiser, Mike SzymkowiakAdditional Information
Cohen & Co 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. National Registry of CPE Sponsors ID #: 122961.