CPE & Events Catalog

INCPAS On-Demand: 2025 Corporate Finance Forum Session - Trump, Tariffs, Fed, Inflation, Interest Rates, Economy

This session provides a comprehensive economic and policy update for financial professionals advising clients in a volatile environment. Covering recent and proposed changes in tax policy, tariffs, interest rates, inflation, and recession risks, the session equips CPAs and financial advisors with insights to guide client decisions on operations, investments, and strategic planning. Attendees will gain clarity on how macroeconomic shifts and legislative developments may impact business performance and financial forecasting.

Learning Objectives

Evaluate the potential impact of tariffs, interest rates, and inflation on client operations and financial planning.
Interpret key legislative changes affecting taxation and local government funding.
Assess recession risks and economic indicators to provide strategic advice for clients.
Identify how proposed federal tax reforms may affect individual and corporate tax liabilities.

Highlights

Tariffs and Trade Policy Impacts
Timeline and implications of recent U.S. tariff actions, including retaliation, exemptions, and legal challenges.
Interest Rates and Inflation Trends
Analysis of Federal Reserve policy, mortgage and prime rate movements, and inflation forecasts from leading institutions.
Economic and Recession Outlook
Short- and long-term projections for GDP, employment, and recession probabilities, including sector-specific risks.
Tax Policy Changes and Legislative Updates
Overview of Indiana’s SB 1 and Trump’s proposed “One Big, Beautiful Bill” (OBBB), including property tax relief, income tax changes, and business incentives.

Event Level: Basic

Field of Study: Taxation

Advanced Prep

None

Who Should Attend

CPAs and Financial Advisors, Corporate Financial Professionals, Business Owners and Executives

Required Knowledge