Tax, Economic, and Wealth Planning Insights

We’re starting our CLA Outlook: Tax Perspectives webinar series with a discussion on tax, economic, and wealth planning topics shaping decisions for the remainder of 2026 and beyond. 

Carey Heyman, Managing Principal of Service – Tax at CLA, will sit with Chastity Wilson, CLA’s Chief Tax Officer, to discuss the current tax landscape, policy developments, and what successful organizations and individuals are doing in response.

We’ll turn to Chris Dhanraj, Managing Principal of Wealth Advisory, for insights from CLA’s Economic Outlook and learn how clients are approaching market volatility, balancing short-term priorities with long-term objectives, and integrating tax and wealth planning through CLA's Private Client Services.

Finally, Amber Baker, Managing Principal of CLA’s Las Vegas office, will join in to discuss CLA’s Women in Wealth initiative and the role tax and wealth strategies play in women’s financial leadership and long-term planning.

You’ll have the opportunity to:

• Explore how R&D tax credits can support innovation, product development, process improvements, and technical problem-solving
• See where transferable tax credits may fit into sustainability, energy, or capital investment plans
• Discuss accounting method strategies that may help with cash flow, taxable income, and year-end opportunities
• Understand how tax planning, wealth decisions, and market conditions can affect choices for individuals, families, and business owners

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.