News & Insights

We’re excited to announce our upcoming CFO Knowledge Network Session: Understanding the Business Impact of the One Big Beautiful Bill

Date: Friday August 15, 2025 from 8:00AM – 10:00AM
Location: CBIZ, 555 Long Wharf Drive, 8th Floor, New Haven

Discussion Leaders:
Katy Daiell, Managing Director, CBIZ
Jeff Rossi, Managing Director, New England Consumer & Industrial Practice and Transaction Advisory Services Leader, CBIZ

There is no shortage of coverage on the One Big Beautiful Bill (OBBB), but much of it focuses on individual taxpayers or presents high-level summaries that fail to address the real implications for businesses. Financial executives, however, are looking for a clear, business-focused perspective to better understand how this sweeping legislation may affect their organizations.

At our next CFO Knowledge Network session, Understanding the Business Impact of the One Big Beautiful Bill, we will focus on what OBBB means specifically for emerging and middle-market companies. The discussion will delve into key business tax provisions, including proposed changes to the corporate tax code, labor-related tax considerations, estate planning provisions relevant to closely held businesses and exit strategy impacts such as Qualified Small Business Stock (QSBS) eligibility.

Beyond the core tax provisions, the session will examine both the strategic opportunities and the risks created by the bill. Attendees will explore potential benefits that may be leveraged, as well as the practical implementation challenges and areas where guidance is still evolving. We will also look at how financial executives can prepare now, amid regulatory uncertainty, to position their companies for whatever comes next.

This will be a peer-driven, interactive roundtable designed for meaningful exchange and active participation. Attendees will have the opportunity to engage in candid dialogue with fellow financial leaders in a format that goes beyond the typical webinar.

CFOs in attendance will gain practical insights, actionable takeaways and a stronger foundation for navigating the business implications of the OBBB.

Seating will be limited, so financial executives interested in attending should RSVP to Bill Bardani: bill.bardani@visionsearchpartners.com.