Sweeping tax reform is on the table — and it could reshape how your business plans, invests, and innovates. That’s why this session with CSIA’s affinity partner, WIPFLI, is a must attend.
In this session, you’ll:
- Explore the latest developments in the One Big Beautiful Bill and what they mean for R&D tax credits.
- Dive into the key provisions in the bill, including proposed changes to bonus depreciation, Section 174 R&D expensing, and energy-related incentives.
Whether you’re in finance or a business owner, you’ll leave with actionable insights to help you navigate uncertainty and plan with confidence.
About the Speakers
Tim Finerty is a partner with over 20 years of experience. He provides high-level tax, accounting and consulting services to closely held business owners. Tim is particularly attuned to the needs of system integrators, manufacturers and distributors, guiding many on their growth and strategic plans. He helps clients reduce their tax burdens, expand globally, and make data-driven decisions.
Sarah Russell is a partner and point person for domestic and international tax strategies.
With over 20 years of experience, she brings a practical approach to helping closely held business owners and multi-national corporations with tax consulting and compliance. Sarah also advises clients on the latest tax changes and potential impacts to their business.
Note: CSIA partners with WIPFLI to provide its members with a business and tech advisory service provider with experience working with system integrators.
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