About This Events
Private Companies
Participants will discover practical next steps to navigate evolving tax requirements.
Host: Kevin Zinser, Deloitte Private leader, Deloitte Tax LLP
Presenter: James Petrie, partner, Deloitte Tax LLP
Ed Cloaninger, principal, Deloitte Tax LLP
Brian Wagner, managing director, Deloitte Tax LLP
Wes Chapman, partner, Deloitte Tax LLP
Stephen Lyons, senior manager, Deloitte Tax LLP
1 Overview CPE credit | Taxes
Key takeaways
Global tax change is accelerating—and private companies may be feeling the pressure across compliance, tax, and deal strategy. Pillar Two is setting standards on reporting and requiring tighter coordination across tax, finance, IT, and legal. At the same time, Global Investment and Innovation Incentives (GI3) and the R&D tax credit can unlock funding for growth, but programs vary across national, regional, and local jurisdictions. Add an evolving M&A tax environment, and execution risk (and value) can shift quickly. We’ll discuss:
- Pillar Two readiness, risks, and “do now” actions
- GI3 and R&D credit identification and prioritization
- M&A tax updates
