Preparing for 2027: Tax Planning, Transactions, Structural Considerations

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.

Close the year with a look ahead at tax planning priorities, transaction readiness, entity structure considerations, and legislative developments that may shape planning in 2027.

You’ll have the opportunity to: 

• Identify tax planning items to revisit before the new year begins
• Consider whether your current entity structure still fits your business, ownership, or investment plans
• Prepare for conversations about transactions, liquidity events, and policy developments that may affect planning

Who should attend

This webinar 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.