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2026 Year-End Tax Planning Guide

Business Tax Planning

2026 Year-End Tax Planning Guide for Businesses

To help you get started, we’re sharing the 2026 Year-End Tax Planning Guide for Businesses, featuring practical strategies to identify potential savings, manage cash flow, and address compliance requirements.

View the Guide (PDF)

Inside the Guide, You’ll Find:

  • Deductions and expense timing: Planning considerations for depreciation, research costs, interest, and year-end expenses.

  • Tax credits and incentives: Opportunities to evaluate available benefits and support future investments.

  • State and local taxes: Differences from federal rules, multistate considerations, and potential sales tax refunds.

  • Employer updates: Reporting requirements for qualified tips and overtime, plus changes to certain employee meal deductions.

  • Business growth and transitions: Tax considerations for acquisitions, ownership changes, and exit planning.