Unlock valuable tax planning insights for 2026 and beyond.

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Estate, Gift & Trust Planning

CBIZ Private Family Services can help preserve your legacy with wealth transfer strategies that align with your personal goals.

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Protect Your Legacy

When you’ve worked hard to leave a personal and financial legacy for your family, you need a sound strategy to ensure that legacy will last. CBIZ designs estate and wealth transfer plans that minimize lifetime transfer taxes to maximize wealth retention. We assist with:

Complex generation-skipping transfer tax issues
Sophisticated income, gift and estate, and fiduciary
Tax return preparation
Recommendations for planning techniques to effectuate desired goals
Succession planning and review of buy-sell agreements
Liquidity analysis for estates with illiquid assets
Valuation of family partnerships and other entities
Assistance to executors in navigating the estate administration process
Mediation of family disputes over inherited/inheritable assets

Tax Resource Center

Unlock valuable tax planning insights for 2026 and beyond

The One Big Beautiful Bill Act brings much-needed certainty at a time when decision-makers are seeking clarity.

With sweeping reforms now permanent, this year’s tax changes present new opportunities and important considerations

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Insights that Impact

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R&E Deductions Are Back! Breweries Toast New Tax Savings

Breweries can maximize tax savings with the federal R&E credit. Learn how immediate deductions and payroll tax benefits can boost cash flow.

Article

Pennsylvania Decouples from Several OBBBA Business Tax Provisions Affecting C Corporations

Learn how Pennsylvania’s 2025-2026 budget changes business tax rules by decoupling from key federal OBBBA deductions, impacting C corporations and state tax compliance.

Article

Massachusetts Conformity With the One Big Beautiful Bill Act

Learn how Massachusetts conforms to major OBBBA tax provisions, with key differences in SALT, overtime, and tips deductions impacting corporate filers.

Article

OBBBA and Cross-Border Tax: What PE and VC Leaders Need to Know

Learn how OBBBA and new IRS rules impact cross-border tax, CFC, and PFIC risks for private equity and venture capital funds.

Article

CBIZ’s 2026 Tax Planning Guide Offers a Roadmap for Smart, Strategic Tax Planning

Explore our comprehensive tax planning guide to maximize your savings and minimize your liabilities this tax season.

Press Release

Should You Reconsider Your Post-OBBBA Entity Selection?

Gain a competitive edge by understanding the nuanced tax impacts of OBBBA on entity selection. CBIZ gives clear, data-driven insights for decision-making.

Article

Getting Ahead of the Curve: Key Updates to Research & Experimental Expense Deductions and Comprehensive Form 6765

Learn about the expanded Form 6765 requirements. Find out what you must report for R&E credit claims and how to prepare your tax returns.

Article

Technology and Tax Season: Breathe New Life into Process Improvement With AI and Automation

See how business professionals leverage process improvement with AI to optimize tax functions, improve accuracy, and innovate for better financial outcomes.

Article

Contractor Year-End Tax Planning Post OBBBA

Explore detailed guidance on tax strategies for contractors navigating OBBBA changes, including new exemptions and methods to enhance financial outcomes.

Article

Navigating Net Operating Losses: The Strategic Advantage of the Loss Waiver Election for Consolidated Groups

Explore effective net operation loss strategies and Loss Waiver Election guidance for consolidated groups. Optimize tax benefits with CBIZ’s expert insights.

Article

Supreme Court Considers Legality of Trump-Era Tariffs

Learn about the Supreme Court’s role in determining the legality of reciprocal tariffs imposed under Trump and what it means for supply chains.

Article

2025 Tax Controversy Roundup

Explore the 2025 Tax Controversy Roundup and discover their impact on tax liabilities and partnerships.

Article

Before the Clock Runs Out: 8 OBBBA-Driven Tax Moves to Capture Before Year-End

Explore 8 key OBBBA tax moves to maximize deductions, credits, and giving before 2026. Act by Dec. 31, 2025, for the best year-end tax results.

Article

IRS Delays Expanded Form 6765 Reporting: What it Means & How to Get Ahead

See how the IRS delay of expanded Form 6765 reporting may impact life sciences businesses for tax year 2025, and how to get ahead of future implications.

Article

Real Estate Tax Assessment Appeal: Control Property Expense

Reduce your real estate tax burden. Learn how to challenge property assessments and navigate appeals to lower annual taxes with CBIZ’s expert guidance.

Article

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2026 Tax Planning Guide

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