Learning Objectives:

• Discuss the expiration of various tax provisions and the strategic implications these expirations will have for businesses
• Provide an overview of the existing business tax topics and considerations
• Examine individual tax topics, including changes to the Alternative Minimum Tax (AMT), the potential removal of the SALT cap, and the reduction of the lifetime gift exemption.
• Legislative Outlook for 2025

Mike Scheetz, Partner, Plante Moran

 Mike helps family-owned, closely held, and private equity clients save money in taxes by taking advantage of deductions, credits, and deferral opportunities. Many of his clients are in the manufacturing, construction, and service industries and he specializes in tax planning, tax structuring, entity selection, and strategy. 

Kylie James, Senior, Plante Moran

Kylie helps clients be proactive in tax planning and navigate transaction-related issues. She splits her time between family-owned, closely held clients and transactionally active, private equity-owned clients, most of which are in the commercial tax space (construction, service, and manufacturing). Her experience with corporate and flow-through taxation helps clients save tax dollars by identifying various tax reduction opportunities. Her clients have ranged from single location entities to multi-entity consolidated corporations with multiple locations throughout the United States and abroad.

CPE: 1 hour
Level: Basic
Prerequisites: None

 

The Construction Financial Management Association (CFMA) 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