The CBIZ 2027 Tax Planning Guide brings tax, trade, and regulatory developments into one planning framework. Explore practical insights to assess potential impacts, identify opportunities, manage uncertainty, and make more informed decisions for 2027 and beyond.
What’s Inside:
- Year-end tax planning checklist: Evaluate your strategy before key planning windows narrow.
- Legislative updates: Understand how R&E expensing, bonus depreciation, SALT deductions, Qualified Production Property, and Opportunity Zones may affect planning decisions.
- Tax planning strategies: Consider tariff recovery opportunities, cash flow impacts, and long-term tax planning priorities.
- Industry and international insights: Review sector considerations, transfer pricing, tariff-related accounting, new section 987 guidance, Pillar Two, and more.
- Helpful charts and resources: Access key tax limitations, deadlines, and links to additional tools.
- Compliance and enforcement trends: Prepare for increased IRS scrutiny and emerging documentation considerations.
Why Download?
- Connect tax planning decisions to broader business and financial goals
- Assess how evolving tax, trade, and regulatory developments may affect your 2027 strategy
- Identify opportunities to improve cash flow, strengthen efficiency, and support long-term growth
Who Should Read?
- Business owners and executives
- Finance professionals
- Family office and wealth planning advisors
- Individual taxpayers
Let CBIZ Be Your Guide
A coordinated approach to tax, trade, and operations can help you manage uncertainty, mitigate risk, and capitalize on emerging opportunities. The CBIZ 2027 Tax Planning Guide provides practical insights to support planning, investment decisions, and long-term resilience.