In a prior newsletter article (2023 Q4.2), we outlined how Qualified Small Business Stock (QSBS) can be a powerful tool for certain taxpayers, and proper documentation and technical analysis are important to ensuring that your QSBS position can withstand an IRS challenge.

Andersen Managing Director Paige Goepfert is a speaker at the Northern Trust Institute 2026 Wealth Planning Symposium hosted by Northern Trust on April 30, 2026, from 2:15 to 3:15 p.m. CT. The session, Form 1040: A Roadmap to OBBBA Tax Planning, will explore tax planning considerations under the evolving individual tax landscape, using Form 1040 as a framework to evaluate income, deduction, and trust-related strategies, along with planning opportunities and limitations impacting individual and fiduciary taxpayers.

Andersen Managing Director Paige Goepfert will be a presenter at the Illinois Institute for Continuing Legal Education Estate Planning Short Course on May 5, 2026, in Champaign and on May 19, 2026, in Chicago. The session, Conflicts of Interest and the Fiduciary Exception – Ethics in Estate Planning, will address ethical considerations in estate planning, including conflicts of interest, the fiduciary exception, and attorney-client privilege, and will provide guidance on identifying risks and maintaining compliance with professional responsibility obligations.

We are pleased to share that Mandy Wu, Dennis Minich, and Zey Nasser will be speaking at the 2026 Tax Executives Institute (TEI) Region 9 Conference on May 19–20, 2026, in Monterey, California.

Andersen Managing Directors Clarissa Cole, Cory Ellenson, and Director Jessica Rubinow are featured speakers at the Tax Executives Institute (TEI) Region 10 Conference at the Resort at Pelican Hill in Newport Beach, California, from May 5-7, 2026.

Andersen Managing Director Zey Nasser is a featured speaker at the Tax Executive Institute (TEI) 2026 Federal Tax Course- Level 1 on April 27-May 1, 2026, at the Westin Seattle Hotel. Zey will teach the class the Fundamentals of US International Taxation on April 30, from 1:30 pm to 5 pm.

Andersen Global continues to strengthen its presence in the Caribbean as JD Consulting adopts the Andersen brand and becomes a member firm, launching Andersen in Grenada.

Andersen Consulting enhances its platform through a Collaboration Agreement with Kyanon Consulting, a Vietnam-based technology consulting firm known for delivering large-scale digital transformation solutions.

Andersen Managing Director Max Pakaluk is presenting at Practicing Law Institute’s (PLI) Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2026 on May 4-6, 2026, in New York, New York.