OBBBA: Tax Savings for PE Portcos and Technology Companies

Event Detail
  • September 04, 2025
  • 1 – 2 p.m. CT
  • Location
  • Webinar
  • Speaking
  • Recommended CPE
  • 1 credit, Taxes
Speakers

This on-demand webinar will focus on business tax opportunities for PE-backed and technology companies that are available in the recently updated tax legislation OBBBA.

At the end of this video, you’ll be able to:

  • Identify the enhancements to the Section 1202 Qualified Small Business Stock gain exclusions
    • The impacts of possible conversion to C corporation
  • Recall the changes to the expensing of R&D rules and how to adopt them
  • Recall the changes to the expensing capital improvements
  • Recall the latest guidance relating to Section 174A R&D expenses under Revenue Procedure 2025-28

Who should watch

This session is designed for individuals and professionals associated with PE-backed and technology industry companies interested in tax planning opportunities related to the new tax law.

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