The tax landscape is in flux as we approach the end of the year. While Congress debates pivotal tax changes, proactivity remains critical in ensuring you are well-prepared.

For the insight you will need, you’re invited to an in-depth discussion where we will discuss the current tax climate and the potential impact of new legislation.

Led by tax leaders from Marcum and Holland & Knight, the discussion will be comprehensive for both individuals and businesses.

Cathy Werthan, Partner | Marcum LLP 
John Bunge, Partner | Holland & Knight

Register to join us for a well-rounded discussion of today’s most pressing tax issues that may affect you and your business.

Holland & Knight


3:00 PM
Registration & Networking
3:30 PM
Year-End Tax Planning for Individuals and Businesses

Jeffrey Jackson, Partner, Marcum LLP
Jim Lundy, Partner, Marcum LLP
Christine Younger, Associate, Holland & Knight
Cathy Werthan, Partner, Marcum LLP

4:15 PM
Corporate Transparency Act: What Reporting Requirements Companies Need to Know for January 1, 2024

Alan Granwell, Of Counsel, Holland & Knight

4:40 PM
Trust and Estate Planning Considerations Leading up to 2024

John Bunge, Partner, Holland & Knight
Bryan Jones, Partner, Marcum LLP
Amelia White, Associate, Holland & Knight

5:00 PM
Cocktail Reception


Program Description 2023 Marcum/Holland & Knight Nashville Year-End Tax Forum
Important Notice Regarding CPE:
Learning Objectives

In this session, participants will:

  • Discover the current state and legislative tax trends and changes to prepare for year end as it pertains to Individual and business tax, trust tax,  and trust and estate tax.
  • Illustrate new reporting requirements by the Corporate US Transparency Act to current business owners in order to stay compliant and avoid penalties.   
Instruction Delivery Method Live In Person
Recommended CPE Credit This session qualifies for 1.5 hours of Continuing Professional Education (CPE) credits for CPAs in the area of Taxation, and this session has applied 1 general of Continuing Legal Education (CLE) credits
Recommended Field of Study Taxation
Prerequisites None
Program Level Update/Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Please note: Holland & Knight will apply for CLE credit based on attendee requests. Some programs may not be awarded CLE credits because of content or jurisdictional restrictions. CLE accreditation is sought after the completion of the program and the approval process can be lengthy in some jurisdictions. Holland & Knight is an approved CLE provider in several jurisdictions, including California, Georgia, Illinois, New York, Pennsylvania and Texas. For New York attorneys, this program’s format qualifies for CLE for transitional (newly admitted) and experienced attorneys.