CLA Outlook: Tax Perspectives Webinar Series

Tax planning often sits at the intersection of business decisions, personal wealth goals, economic conditions, and legislative change. Looking at these factors together can help reveal planning opportunities that may not be obvious when viewed separately. 

CLA Outlook: Tax Perspectives is an ongoing webinar series built to connect timely developments with practical planning conversations.

Hosted by Carey Heyman, Managing Principal of Service – Tax at CLA, each 30-minute session features conversations with CLA leaders and guests on tax, wealth, business, economic, and industry topics. 

Choose your session — or join us for the full series 

• Tax, Economic, and Wealth Planning Insights — September 10
• Estate, Gift, and Succession Planning for Business Owners — October 6
• Year-End Tax Planning: Actions Before December 31 — November 3
• Preparing for 2027: Tax Planning, Transactions, and Structural Considerations — December 1

Who should attend

This series is designed for business owners, executives, investors, family office professionals, and individuals who want to understand how tax and related developments may affect business, wealth, and family decisions.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.