Discover how private equity, non-traditional buyers and new ownership models are reshaping CPA firms — followed by a deep dive into the sweeping changes under the One Big Beautiful Bill (OBBB). You’ll walk away with insights and strategies you can put to work immediately for your firm and your clients.
DESIGNED FOR
CPAs in public and private accounting.
BENEFITS
- Understand the rapidly evolving M&A market for CPA firms and how private equity is influencing valuations, deal structures and long-term strategy.
- Learn the key tax provisions of the OBBB and gain practical guidance for applying them in real-time client planning and compliance.
HIGHLIGHTS
Private Equity and CPA Firm M&A
- Key trends in CPA firm M&A
- How private equity is influencing deals and valuations
- Alternative practice models and non-CPA ownership options
- Strategies for independence or monetization
One Big Beautiful Bill — Tax Update
- Immediate expense restored for qualified assets
- R&E costs are fully deductible
- SALT deduction cap temporarily raised to $40,000
- New deductions for tips and overtime
SPONSORED BY
