Personalized Approach

Our suite of Family Office Services will keep you on track by:

  • Preparing customized financial statements, including cash flow analyses, income statements, balance sheets, and budgets
  • Managing household payroll services, including benefit administration and bill-paying
  • Assisting with related entity administration, such as partnerships, trusts, and charitable foundations
  • Reconciling investment portfolios
  • Assisting with bank, brokerage, and third-party cash and securities transfers and insurance reviews
  • Providing insurance services

Build Your Tax Strategy for 2027 and Beyond

With greater certainty around key provisions of the One Big Beautiful Bill Act, now is the time to consider how the evolving tax landscape could shape your planning.

As businesses and individuals look ahead, new opportunities and considerations may influence decisions for 2027 and beyond.

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Insights that Impact

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View All Insights
529 Plan Real Estate Strategies to Help Fund College Costs
529 Plan Real Estate Strategies to Help Fund College Costs

Learn how a 529 plan works, its tax advantages, and how real estate may complement a 529 college savings plan to help fund college costs.

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Article
From Tax Liability to Savings: How One Tax Credit Buyer Saved $1.87 Million
From Tax Liability to Savings: How One Tax Credit Buyer Saved $1.87 Million

Learn how a tax credit buyer turned a $22M tax liability into $1.87M in savings through the strategic purchase of a Section 45Z tax credit.

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Case Study
Not-for-Profit Receives $1.2 Million in Solar Tax Credits
Not-for-Profit Receives $1.2 Million in Solar Tax Credits

Discover how a not-for-profit received a $1.2 million IRS direct payment by claiming the Section 48E tax credit for its solar project.

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Case Study
Biofuel Producer Converts Tax Credit Into Over $4 Million
Biofuel Producer Converts Tax Credit Into Over $4 Million

Discover how a biofuel producer monetized its Section 45Z tax credit, selling a $5M credit for $4.55M and netting more than $4.275M.

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Case Study
Building Stronger Consumer Goods Businesses: Financial Planning for Growth and Resilience
Building Stronger Consumer Goods Businesses: Financial Planning for Growth and Resilience

Explore financial planning solutions tailored for consumer goods pros aiming to improve budgeting, forecasting, and scenario modeling.

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Article
Gifting QSBS Shares: A Strategic Opportunity That Requires Careful Planning
Gifting QSBS Shares: A Strategic Opportunity That Requires Careful Planning

Learn how gifting QSBS shares may help transfer wealth, reduce estate tax exposure, and preserve potential Section 1202 benefits.

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Article
Proposed 2027 SOC 2 Criteria Put AI, Risk Management and Resilience in Sharper Focus
Proposed 2027 SOC 2 Criteria Put AI, Risk Management and Resilience in Sharper Focus

Explore how the proposed 2027 SOC 2 criteria address AI, risk management, third-party risk and resilience, and what orgs should consider.

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Article
Year-End Tariff Reporting: What PE-Backed Companies Need to Know
Year-End Tariff Reporting: What PE-Backed Companies Need to Know

Tariffs are reshaping more than costs. See what PE-backed companies should watch as year-end reporting nears.

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Article
IRS Business Tax Accounts: Why Tax-Exempt Organizations Should Consider Setting One Up Now
IRS Business Tax Accounts: Why Tax-Exempt Organizations Should Consider Setting One Up Now

Learn how an IRS Business Tax Account can help tax-exempt orgs access compliance reports, tax records and other important IRS information.

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Article
California OTA Rejects FTB’s Sourcing of Partnership Interest Gains
California OTA Rejects FTB’s Sourcing of Partnership Interest Gains

California’s OTA rejected the FTB’s approach to sourcing section 751(a) gains from partnership interest sales by nonresident taxpayers.

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Article
Manufacturer Scales Sales Tax Compliance Across Acquisitions and ERP Systems
Manufacturer Scales Sales Tax Compliance Across Acquisitions and ERP Systems

See how CBIZ helped a manufacturer scale sales tax compliance across 8 acquisitions and 3 ERP systems while maintaining on-time filing performance.

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Case Study
Could Your Short-Term Rental Trigger Self-Employment Tax?
Could Your Short-Term Rental Trigger Self-Employment Tax?

Discover how short-term rental tax strategies, material participation, and cost segregation may help high-income taxpayers unlock deductions.

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Article
Tariffs Remain a Strategic Business and Tax Concern
Tariffs Remain a Strategic Business and Tax Concern

Tariffs continue to impact tax planning, compliance, and operations. Learn about refund opportunities and strategies to manage tariff exposure.

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Article
Opportunity Zones at a Turning Point: Preparing for the Shift from OZ 1.0 to OZ 2.0
Opportunity Zones at a Turning Point: Preparing for the Shift from OZ 1.0 to OZ 2.0

Opportunity Zones 2.0 will reshape real estate investment planning with new timelines, reporting rules and incentives. Learn what investors should consider.

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Article
Maximizing the QBI Deduction: Planning Considerations for Construction Business Owners
Maximizing the QBI Deduction: Planning Considerations for Construction Business Owners

Learn how appropriate tax planning can enable the qualified business income deduction to benefit construction businesses.

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Article

Engage Our Team

Our family office professionals are prepared to work with your team. Schedule a preliminary call to learn more about our approach and how we can help you with your goals.

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