Beyond the Bill: OBBBA Planning Opportunities (Dayton)

Aug 28, 2025

4 Contributors

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One Big Beautiful Bill Resource Center

CSH's OBBBA Resource Center is here to help you navigate major changes to the tax landscape.

Resource Center

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 28, 2025

Time

4:00 – 6:30 PM EDT

Location

The Dayton Beer Company - 41 Madison St, Dayton, OH 45402

Agenda

4:00-4:30: Registration and networking
4:30-5:30: Panel and Q&A
5:30-6:30: Happy hour

Panelists

Panel: John Masheck (moderator) – Christine Vaughan, Patricia Werst, Brittany Lawrence

John Masheck

Shareholder-in-Charge

John is the Shareholder-in-Charge of the firm’s Miami Valley office. He assists clients in addressing their financial reporting and operational challenges by providing assurance and business advisory services.

Christine Vaughan

Shareholder

Christine serves as a trusted business tax planning and compliance advisor for privately held companies, primarily flow thru entities and the owner groups of those entities.

Patricia Werst

Director

Tricia applies her deep knowledge of tax technical issues to help a wide range of client businesses, including real estate partnerships, tax-exempt entities, high-net-worth individuals, and S corporations.

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.

Copyright Clark, Schaefer, Hackett & Co. All content provided is for informational purposes only. Matters discussed are subject to change. For up-to-date information on this subject please contact a Clark, Schaefer, Hackett & Co. professional. Clark, Schaefer, Hackett & Co. will not be held responsible for any claim, loss, damage or inconvenience caused as a result of any information within these pages or any information accessed through this site.

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