Understanding the OBBBA Open Forum | Meaden & Moore

Meaden & Moore hosted an engaging and highly interactive open forum focused on the OBBBA in Columbus, Ohio, at Understory. The event brought together attendees to discuss the implications of this legislation and what it may mean for businesses moving forward. 

The evening provided a collaborative environment where attendees had the opportunity to ask questions, share perspectives, and gain practical insights from Meaden & Moore’s experienced tax professionals—all while networking over hors d’oeuvres and cocktails.

Setting the Stage

The program opened with remarks from Brian D. Dunfee, CPA, CEBS, a Vice President in the firm’s Benefit Plan Group and a member of Meaden & Moore’s Columbus office, who emphasized the importance of staying informed and proactive as legislative changes continue to impact business operations and long-term planning.

Expert Panel Discussion

The discussion was led by a panel of seasoned tax professionals, including:

• Keith B. Hughes, CPA, Partner-in-Charge, Tax Services Group
• Jonathan Ciccotelli, CPA, MT, Vice President, Tax Services Group

Together, they guided attendees through key provisions of the OBBBA, offering clarity on complex topics and addressing real-time questions from participants.

Key Themes & Takeaways

Throughout the forum, several important themes emerged:

• Impact on Family-Owned Businesses: How the OBBBA may influence ownership structures, succession planning, and long-term tax strategies
• Planning Opportunities: Proactive steps business owners can take now to position for future success
• Navigating Complexity: The value of tailored advisory support in addressing nuanced scenarios

A Collaborative and Valuable Experience

The interactive nature of the forum created meaningful dialogue among attendees and presenters alike, reinforcing Meaden & Moore’s commitment to building relationships and delivering client-focused insights.

Events like this reflect the firm’s ongoing dedication to helping clients navigate change with confidence—through education, collaboration, and trusted advisory services.