2025 RKL Annual Update
Hershey Lodge and Convention Center
325 University Drive, Hershey, PA 17033
Tuesday, December 16, 2025 
7:15 a.m. - 5:30 p.m.

Register today for one of the region's most anticipated CPE events featuring insights from RKL experts on the latest tax, AI & innovation and economic trends that may affect you and your business. The Annual Update will about empower you and your business to thrive and build value in an ever-changing business landscape. 

Morning Tax Agenda:

7:15 - 8 a.m. – Registration, networking and breakfast

8 - 8:10 a.m. – RKL welcome, Ed Monborne, Partner & CEO

8:10 - 9 a.m. – Business Tax Update, presented by Russ Gladfelter, Tax Senior Manager (1 Taxation CPE credit)

9 - 9:50 a.m. – Individual Tax Update, presented by Kristy Ferraro, Tax Senior Manager (1 Taxation CPE credit)

9:50 - 10:20 a.m. – Break

10:20 - 10:45 a.m. – State and Local Tax (SALT) Update, presented by Matt Piatt, Tax Senior Manager (0.5 Taxation CPE credit)

10:45 a.m. - Noon – One Big Beautiful Bill Tax Implications Panel Discussion, moderated by Eric Wenger, Tax Partner (1.5 Business Law CPE credits)

Panelists include:
Kirsten Deeds, International Tax Partner
Ben Fortner, Tax Partner
Rob Gratalo, Tax Partner 
Matt Piatt, Tax Senior Manager

Join the RKL Tax team as we provide comprehensive updates on the latest tax laws impacting 2025 filings, including the implications of the One Big Beautiful Bill. The morning sessions will cover key changes to federal, state, local and international tax regulations, offering actionable strategies to help you navigate the evolving tax landscape. In addition, our presenters will also analyze the extension and sunset of varying provisions of the Tax Cuts and Jobs Act (TCJA), providing timely insights on what is permanent and what is set to expire.

Whether you're a business leader, tax professional or high-net-worth individual, these sessions will equip you with the tools needed for effective year-end planning and preparation for the upcoming filing season. 

Attendees of the morning sessions will be able to:

• Recognize recent updates in individual and corporate tax laws, including changes introduced by the One Big Beautiful Bill.

• Gain advice on minimizing the impact of the new tax rules on personal and business finances.

• Identify key corporate tax issues that may impact businesses for year-end planning and the 2025 filing season.

• Stay informed about the latest developments in estate and trust taxation, including implications for wealth transfer planning and tax preparation for high-net-worth families and business owners.

• Analyze the impact of recent legislative changes on tax compliance and reporting requirements for businesses and individuals.

• Address common questions and concerns related to tax law changes and their practical implications for taxpayers and advisors.
• Discuss upcoming international tax changes affecting multinational companies and cross-border transactions.
• Assess opportunities and requirements for claiming R&D tax credits to support innovation and reduce tax liability.
• Evaluate strategies for optimizing year-end tax planning at the local, state, federal and international levels.
• Interpret the state and local tax provisions within the One Big Beautiful Bill and analyze their impact on individual and business taxpayers.

12 - 1 p.m. –  Lunch

Afternoon Business Planning Agenda:

1 - 1:50 p.m. – AI in Modern Accounting, presented by Walt Goodfield, Partner and Chief Business Officer, RKL eSolutions, and Adam Fegley, Solution Engineer, RKL eSolutions (1 Computer Software and Application CPE credit)

Join RKL eSolutions team members Walt Goodfield and Adam Fegley as they discuss how AI is transforming accounting with practical, real-world applications. Explore how modern tools are improving decision-making, enhancing usability and helping organizations stay competitive. Gain insights into leveraging AI to retain key talent and address common adoption questions. This session will provide a clear understanding of AI’s role in shaping the future of accounting. Attendees of this session will be able to:

• Discover how software publishers incorporate AI functionality into modern accounting solutions that improve usability and empower staff to make data-driven decisions with real-time scenarios.

• Identify what to look for and expect from your software publisher, leveraging AI technologies to retain key personnel and gain competitive advantages.
  

   

1:50 - 2:40 p.m. –  Shaping Tomorrow: AI and Cybersecurity Risks for Today’s Professionals, presented by Michael McAllister, Audit Partner and IS Assurance Practice Leader, (1 Information Technology CPE credit)

This presentation explores the evolving landscape of artificial intelligence (AI) and cybersecurity, focusing on the risks and challenges that professionals face in these domains. Attendees will gain insights into the potential risks posed by AI technologies, including adoption and implementation, ethical, operational and regulatory concerns, as well as an overview of current cybersecurity risks and best practices. The session will equip participants with practical knowledge to identify, assess and mitigate risks associated with both AI and cybersecurity in their organizations. Attendees of this session will be able to:

• Identify key risks associated with the adoption and implementation of AI technologies in professional environments.
• Evaluate ethical, operational and regulatory considerations related to AI risk management.
• Recognize prevalent cybersecurity threats and vulnerabilities impacting organizations today. 
• Apply best practices for mitigating both AI-related and cybersecurity risks to enhance organizational resilience.
  
  

2:40 - 3:10 p.m. –  Break

3:10 - 4 p.m. –  Navigating Economic Uncertainty, presented by Brandon Adams, Partner and Chief Investment Officer, RKL Wealth Management

Join Brandon as he breaks down the powerful economic forces reshaping our world. Discover the trends driving today’s market and what they mean for you and your business, from inflation uncertainty and geopolitical risks to the growing concerns around job displacement. Understanding these shifts is key to making informed decisions and staying resilient in a rapidly changing economic landscape. (Earn 1 Economics CPE credit)

 Attendees of this session will be able to:

• Describe how various aspects of the economy are performing

• Identify the current sources of economic uncertainty
  

4 - 4:05 p.m. – Closing remarks
4:05 - 5:30 p.m. – Reception

Questions? Email info@rklcpa.com

CPE INFORMATION

• CPE: Earn up to seven hours of CPE credits in the fields of Taxation (2.5),  Business Law (1.5), Information Technology (1), Computer Software & Application (1), Economics (1)
• Cancellations: Cancellations are requested by December 5, 2025.
• Refunds: No refunds will be issued, including for "no-shows" since there is no cost to attend.
• Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live 

For information regarding our complaint policy, contact RKL’s People Operations department at 717.394.5666. RKL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.