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Beyond the Bill: OBBBA Planning Opportunities (Cincinnati)

Beyond the Bill: OBBBA Planning Opportunities (Cincinnati)

There’s no shortage of webinars breaking down the One, Big, Beautiful Bill Act (OBBBA). But now it’s time for the next step—real talk about what’s not in the bill, and what that means for your business.

Join CSH and other forward-looking business leaders for an in-person gathering where we’ll trade the usual presentation format for a relaxed, off-the-record-style conversation. Our tax experts will outline key planning opportunities, offer perspective on the gaps and gray areas of OBBBA, and answer your questions in an open, approachable format.

Stick around after the conversation and enjoy a casual happy hour with light bites and a chance to connect with peers.

Date

Thursday, August 21, 2025

Time

4:00 – 6:30 PM EDT

Location

Roebling Event Center - 140 Marian Spencer Wy, Cincinnati, OH 45202

Agenda

  • 4:00-4:30: Registration and networking

  • 4:30-5:30: Panel and Q&A

  • 5:30-6:30: Happy hour

Panelists

Panel: Brendan Walsh (moderator) – Mark Gaudet, Brittany Lawrence, and Zach Gubser

Brendan Walsh

Shareholder
Brendan provides strategic tax consulting for businesses and their owners. Understanding that taxes can be an intimidating topic, Brendan enjoys translating complex tax laws into language his clients can understand.

Brittany Lawrence

Shareholder
Brittany focuses on business tax planning and compliance mainly for closely held or family-owned businesses. She strives to serve the tax needs of her clients and form long-term relationships to assist them with other accounting or business-related issues.

Zachary Gubser

Shareholder
Zach works on compliance, planning, transaction, and consulting projects for clients ranging from high-net-worth individuals to pass-throughs, to large multi-national corporations.

Mark Gaudet

Shareholder
Mark provides dependable assistance and advisement to clients related to income tax, transfer tax, philanthropic, and succession planning matters. Mark specializes in working with corporate executives, high-net-worth families, and closely held businesses.
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