Naples: Your 2027 Taxes & the Big Beautiful Bill

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 NAPLES MODERATOR & PANEL

🎤 MODERATOR — Patrick H. Neale, Attorney at Law
Patrick Neale & Associates

Patrick is a respected Naples attorney and longtime Southwest Florida business and community leader. As moderator, he will guide our discussion and help our panelists focus on the questions and tax issues that matter most to individuals and businesses in our community.

⚖️ PANELIST — Matthew McRoberts, Tax Attorney
Partner, Nelson Mullins

Matthew focuses his practice on tax controversy, tax planning and business planning, advising business owners on strategies to build, maximize and preserve wealth throughout the life cycle of their businesses and across generations. His experience includes developing tax-efficient structures, business growth strategies, successful exit planning, and representing individuals and businesses before the Internal Revenue Service (IRS). Matthew is also a co-author of Nelson Mullins’ analysis, “Significant Tax Provisions of the One Big Beautiful Bill Act.” He earned his J.D. from Penn State University’s Dickinson School of Law and his LL.M. in Taxation from New York University.

💼 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.

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.