Topic:  2025 Tax Update

Speaker:  Bryan Valencia, Tax Partner Calvetti Fergusson, and The FENG - The Woodlands Chapter Co-Chair
 

CPE credit: 1.0 You must be present for a minimum of 50 minutes of the presentation.
 
Agenda:
- 8:00 – 8:05:  Chapter announcements
- 8:05 – 9:00:  Speaker presentation
- 9:00 – 9:30:  Networking

Presentation: 

Participants will gain practical insight into new provisions, expiring rules, and compliance considerations that may impact individuals and businesses, helping them prepare for accurate planning and reporting.
 

Lesson Objectives:

1. Identify major 2025 federal tax law changes affecting individuals and businesses.
2. Explain how expiring or modified provisions may impact tax planning and compliance.
3. Apply 2025 tax updates to real-world scenarios to support informed decision-making and accurate reporting.
    

Field of Study:  Tax
 

Speaker's bio:
Bryan is the tax partner leading a variety of overall client engagements as well as the Specialty Tax Services (STS) practice (i.e. R&D credits, cost segregation studies, State & Local Tax (SALT) specialty areas such as reverse audits, M&A due diligence engagements, and more).  He has over 35 years of experience in public accounting, specializes in federal taxation, and regularly works with international and state tax issues. He has extensive experience in IRS examinations and works with clients in industries such as manufacturing, oilfield services, distribution companies, oil & gas, engineering services, software, healthcare, and real estate.

Education

- Master of Professional Accountancy from the University of Nebraska-Lincoln

- Bachelor of Science in Business Administration from the University of Nebraska-Lincoln

Affiliations

- Board of Directors, Texas Federal Tax Institute

- Past Board Member, The Woodlands Economic Development Partnership (EDP)

- Past Board Member, The Woodlands Family YMCA

- Past Board Member, The Woodlands Methodist Church Foundation Board

- Member, Texas Society of CPAs

- Member, American Institute of Certified Public Accountants

- Member, Nebraska Society of CPAs