2017 is shaping up to be a watershed moment for U.S. taxpayers. Individuals, businesses and corporations will all be enormously affected by recently proposed tax reform legislation, with these groups facing new rates as well as the elimination of popular deductions. Policymakers agree that tax reform is crucial to encourage economic growth and higher levels of business investment – but many changes in the current bill remain contentious.

Tax practitioners as well as their clients want to know not only what the House and Senate bills contain, but which taxpayers will win and which will lose after the final legislation is enacted. Please join former U.S. Congressman Rick Lazio and former Senior Counsel to the U.S. Senate Finance Committee Dean Zerbe to discuss the recent tax reform efforts. Zerbe and Lazio will break down the current tax reform legislation as well as the anticipated changes and benefits for CPAs and U.S. taxpayers. This complimentary webinar will count for one hour of CPE credit.

During the webinar, our Washington insiders will provide their insights and answer your questions regarding congressional reform efforts. You do not want to miss the opportunity to learn about the tax reform legislation and how it will potentially impact your clients!


Shareholders, partners and principals of CPA firms


Wednesday, December 6th, 2017 from 1:00 – 2:00 PM CT


Dean_HeadshotDean Zerbe is alliantgroup’s National Managing Director based in the firm’s Washington D.C. office. Prior to joining alliantgroup, Mr. Zerbe was Senior Counsel and Tax Counsel to the U.S. Senate Committee on Finance. He worked closely with then-Chairman and current Ranking Member of the Finance Committee, Senator Charles Grassley (R-IA), on tax legislation. During his tenure on the Finance Committee, Mr. Zerbe was intimately involved with nearly every major piece of tax legislation that was signed into law – including the 2001 and 2003 tax reconciliation bills, the JOBS bill in 2004 (corporate tax reform), and the Pension Protection Act. Mr. Zerbe is a frequent speaker and author on the outlook for short-term and long-term changes in tax policy, as well as ways accounting firms can help their clients lower their tax bill. He holds an LL.M. in Taxation from NYU and a J.D. from George Mason University.

Lazio_HeadshotRick Lazio is alliantgroup’s Senior Vice President based in the firm’s New York office. Lazio is a former U.S. Representative for New York, a former EVP for JP Morgan Chase and a CNN political analyst. Throughout his tenure and post-congressional career, he has been a strong advocate for small businesses sponsoring impactful legislation such as the Small Business Tax Fairness Act. He received his B.A. from Vassar College and his J.D. from Washington College of Law at American University.

Have questions or comments? Email [email protected]


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