Join Parsons Behle & Latimer attorneys for a dynamic, in-depth presentation that decodes the OBBB and delivers practical, strategic legal insights tailored for corporate counsel, accounting professionals, investors and business owners. This session dives into the legislation’s most consequential tax and regulatory shifts—covering personal deductions, Qualified Opportunity Zones and rural investment incentives, employer/employee benefits, succession planning, business expensing and clean energy credits.
Whether you’re navigating legal compliance, advising clients or planning for operational shifts, this program offers actionable guidance and takeaways to help you interpret, apply and benefit from the OBBB in today’s fast-moving environment.
Date: Aug. 21, 2025
Time: 8:30 a.m. - 1:00 p.m.
Location: One Utah Center
201 S. Main Street, Suite 200
Salt Lake City, Utah
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Three hours of CLE & CPE credits pending.
Breakfast and lunch will be provided. There is no cost to attend.
Presentation Topics and Speakers
Personal Tax Returns – Return of Itemized Deductions & Charitable Deductions
Highlighting reduced tax rates, itemized deductions, charitable deductions, child credits and car loan interests.
Emily Marie Hill, Associate, Parsons Behle & Latimer
Emma B. Dugenske, Associate, Parsons Behle & Latimer
New Opportunity Zones and Rural America
Highlighting opportunity zones (including new reporting requirements), loans secured by rural and agricultural land and new installment method for tax due on sale of farmland.
Ross P. Keogh, Shareholder, Parsons Behle & Latimer
Employer/Employee Relations and Reporting
Highlighting no tax on tips, no tax on overtime, paid family and medical leave credit and fringe benefits.
Christian D. Sorensen, Associate, Parsons Behle & Latimer
From Savings to Succession: Strategic Savings Accounts and Wealth Transfers
Highlighting estate and gift exemption, Trump accounts, ABLE accounts and 529 accounts.
Matthew L. Mitton, Shareholder, Parsons Behle & Latimer
Expensing Everything for Businesses and New QSBS
Highlighting QBI deductions, bonus depreciation, 179 deduction, qualified production property and qualified small business stock.
Emily Marie Hill, Associate, Parsons Behle & Latimer
Planning for the Sunset of the Inflation Reduction Act
Highlighting solar and wind credits, electric vehicle credits and more!
Emma B. Dugenske, Associate, Parsons Behle & Latimer
What You'll Learn
How the OBBB affects individual tax returns, child tax credits and itemized deductions
The legal and financial impact of new Opportunity Zones and rural land sale provisions
Employer-side guidance on tip and overtime exemptions, family leave credits and fringe benefits
Strategic use of Trump Accounts, ABLE Accounts, estate and gift tax exemptions and 529 plans
How businesses can benefit from enhanced QBI deductions, 179 deductions, bonus depreciation and Qualified Production Property
Preparing for the phaseout of clean energy tax credits and other Inflation Reduction Act incentives
Who Should Attend
In-house counsel and corporate legal teams
Compliance officers and Chief Financial Officers (CFOs) looking to future-proof their strategies
Business owners and investors
Certified Public Accountants (CPAs), accounting professionals, and financial advisors
