OBBBA One Year Later: Strategic Tax & Legal Guidance for Scaling Companies

Event Details

One year after the implementation of the One Big Beautiful Bill Act (“OBBBA”), its provisions — including updates to Section 174 R&D capitalization rules and changes to Section 1202 qualified small business stock provisions — are materially affecting how growth-stage companies and their investors structure operations, manage tax exposure, and plan for investment and exit.

On July 9, please join AGG Corporate & Finance partner Paula Nagarajan, along with Bennett Thrasher Credits & Incentives partner Nina Desai and Tax senior manager Lauren Brown, for a timely webinar on how the OBBBA is affecting decision-making for scaling companies.

This one-hour session will connect tax strategy and legal execution, focusing on how companies can align compliance, transaction planning, and growth objectives. Panelists will address how R&D tax treatment, Section 1202 eligibility, and due diligence considerations affect company formation, capital raising, and exit strategy.

What You Will Learn

• How Section 174 R&D capitalization affects cash flow, financial reporting, and innovation planning
• Key Section 1202 QSBS considerations for founders, investors, and C-corporations
• How tax rules impact due diligence, deal terms, and exit planning
• How to practically align tax compliance with legal structuring decisions
• Real-world examples illustrating how your company can effectively address the impact of the OBBBA

Who Should Attend

• CFOs, controllers, and finance leaders responsible for tax planning and compliance
• CEOs and founders preparing for growth, fundraising, or exit
• Chief legal officers and in-house counsel advising on structuring and transaction risk
• Private equity and venture-backed company leaders, especially in technology and life sciences
• Institutional investors of high growth companies
• C-corporations and scaling companies evaluating Section 1202 eligibility and long-term tax strategy

There will be an opportunity for Q&A at the end of this webinar.

Credits: 1 hour of CLE credit has been approved by the State Bar of Georgia. CPE credit has also been approved.

Recording

To watch the recording of the webinar, please click here.