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Tax Trends: 2025 quarterly tax roundtable
April 2, 2025 · Authored by James CreechMichael LumAndrew Whitehair
During our quarterly Tax Trends roundtable webinar series, a panel of seasoned Baker Tilly tax specialists explore recent updates from Washington, highlighting the latest shifts in tax legislation and providing a comprehensive tax policy outlook. This series dives into the current tax challenges and opportunities that partnerships, individuals, corporations and international companies encounter.
Oct. 9, 2025
During our October 2025 quarterly Tax Trends webinar, Baker Tilly's seasoned tax professionals shared an overview of the current evolving tax landscape. They provided key updates surrounding the impact of the One Big Beautiful Bill Act (OBBBA) on employer-provided fringe benefits and analyzed the expanded executive compensation rules under the OBBBA and their implications for deduction limits and excise taxes.
Watch our professionals Christine Faris and Aneta Stefaniak walk through how to develop strategies for tracking compensation across controlled groups and restructuring executive pay plans and apply strategic planning techniques for equity compensation, in light of OBBBA changes.
During our July 2025 quarterly Tax Trends webinar, Baker Tilly’s seasoned tax professionals shared a concise overview of the major tax components included in the One Big Beautiful Bill Act (OBBBA). Signed into law by President Trump on July 4, this comprehensive tax reform and budget reconciliation legislation represents a significant shift in U.S. tax policy. It stands as a major legislative milestone for both the administration and congressional leaders, arriving just as several provisions of the Tax Cuts and Jobs Act were set to sunset at year-end.
Watch national tax professionals James Creech, Nikki Grams, Ben Willis and Andy Whitehair walk through the OBBBA’s most impactful provisions, and their implications for businesses, international entities and individual taxpayers. From broadening the state and local tax deduction to eliminating select Inflation Reduction Act credits and overhauling Medicaid, the bill introduces sweeping changes across the tax landscape. The presenters also discussed how these developments could influence future tax planning and compliance strategies.
Baker Tilly’s experienced tax professionals — James Creech, Michael Lum, Andy Whitehair and Michael Wronsky — hosted a roundtable discussion as part of our quarterly Tax Trends webinar series on Thursday, March 27.
In order to help navigate the changing landscape of tax, our specialists covered:
- Tax policy updates, including information surrounding the reconciliation process, and the status of government funding and debt limit
- TCJA discussion covering planning options and potential sunsetting of gift and estate taxes, individual provisions that are sunsetting, along with those that will not
- What to expect for IRS exams and return processing and happenings at the IRS
