2026 Tax Planning Guide

Insights, Analysis, and Key Recommendations

Unlock valuable tax planning insights for 2026 and beyond.

Our 2026 Tax Planning Guide provides in-depth analysis of new tax rules from the One Big Beautiful Bill Act (OBBBA), new tax provisions, strategic planning tips, and practical recommendations tailored for businesses and individuals.

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What's Inside?

  • Legislative Updates: In-depth coverage of the OBBBA, including bonus depreciation, R&E credits, estate and gift exemptions, SALT deduction changes, new qualified production property rules, opportunity zone expansions, and new tax-advantaged savings plans.
  • Tax Planning Strategies: Guidance for business owners, executives, and individuals to help unlock opportunities and build long-term financial stability.
  • Industry Insights: Analysis for key sectors, plus considerations for entity selection and timing transactions.
  • Helpful Charts and Resources: Tax limitations, deadlines, and links to additional tools.

Why Download?

  • Stay informed on recent and upcoming tax changes
  • Find strategic tips to maximize savings
  • Access expert insights from CBIZ professionals

Who Should Read?

  • Business owners and leaders
  • Finance professionals
  • Individual taxpayers and families

Let CBIZ Be Your Guide

Our CBIZ tax professionals are here to help you interpret the latest tax laws and tailor strategies to fit your needs. Whether you want a comprehensive review or targeted advice, our team is ready to support your planning efforts.