Fort Myers: Your 2027 Taxes & the Big Beautiful Bill

About This Event

What’s Changing, Who’s Affected, and What You Need to Know Before January! Join us for an important, educational conversation about the new federal tax legislation and what individuals and businesses should be paying attention to as we finish 2026 and prepare for 2027. Our panel will help break down what has changed, when different provisions take effect, who may be affected, and what questions you should be asking your tax and legal professionals before year-end MEET OUR LEE COUNTY MODERATOR & PANEL 🎤 MODERATOR — John Talmage Director, Lee County Economic Development Office John brings more than 40 years of experience in economic and community development, with leadership experience here in Southwest Florida as well as major communities across the country. He understands the challenges and opportunities facing businesses and will help guide a practical conversation focused on what these tax changes could mean for our community. 💼 PANELIST — Julio Barina, CPA Managing Tax Director/Partner, Creative Planning Julio brings more than 25 years of public accounting experience working with high-net-worth individuals, real estate and business clients. His experience in tax planning and advisory services will help us understand the practical side of the new tax provisions and what taxpayers should be thinking about before year-end. ⚖️ PANELIST — Bruce D. Green Florida Board Certified Tax Attorney, Bruce Green Law Firm Bruce brings more than 45 years of legal experience and is Florida Bar Board Certified in Tax Law. His work includes business and corporate tax matters, estate and succession planning, asset preservation, mergers and acquisitions, and other complex tax and business issues. Bruce will bring the legal perspective to our discussion and help explain what individuals and business owners should be watching as the new tax provisions take effect. WHAT WILL YOU LEARN? We'll discuss the questions many of us are asking right now: What changed — and when does it take effect? Which provisions could affect individuals and families? What should business owners be paying attention to? Are there steps to consider before December 31? What questions should you be asking your CPA or tax attorney? And don't forget — bring your questions! This is an educational, nonpartisan conversation designed to help you better understand the changes and make informed decisions with your own professional advisors.