Webinar Recording: OBBBA's Impact on SALT and PTET

Webinar Recording: OBBBA’s Impact on SALT and PTET

Includes Updates from Local States

This webinar delves into the complexities of recent tax reforms and their strategic implications, focusing on State and Local Tax (SALT) and the Pass-Through Entity Tax (PTET), providing analysis and guidance. This presentation breaks down the latest developments, explores their impact on businesses and individuals, and shares strategies to optimize tax positions under the evolving regulatory landscape.

Fill out the form below for access to the recording and slides.

Presenters:

Ryan D. Young, CPA
Partner

Thomas Crutchfield, CPA
Partner

Brian Day, CPA, MBA
Senior Tax Manager

Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials are not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.

You may also be interested in our recent blog articles.

ABOUT THE AUTHOR(S):

Ryan D. Young, CPA
Partner
Ryan leads the firm’s state and local tax (SALT) practice and provides individual and business tax services for a variety of closely held businesses, pass-through entities, real estate and restaurant clients. By working closely with other advisors, Ryan ensures that his high-net-worth clients benefit from integrated, comprehensive tax strategies that manage risk while promoting growth.

Thomas Crutchfield, CPA - PBMares Partner

Thomas Crutchfield, CPA
Partner
Tom brings considerable experience in accounting and tax advisory services for small to mid-size businesses, professional services entrepreneurs, information technology companies, and government contracting industries.

Brian Day
Senior Tax Manager
Brian specializes in planning and compliance for closely held companies, including companies with multi-state operations. He also assists clients in solving state tax issues, with complex state income tax filings, and with income and sales tax nexus studies.

The information contained in this article is for informational purposes only, and cannot be relied upon for legal, financial, tax, or accounting advice. Any specific questions you may have can be sent to www.pbmares.com/contact and we would be happy to assist you.

Webinar Recording: OBBBA’s Impact on SALT and PTET

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