Simplifying Tax Complexity

Tax laws are constantly evolving, creating challenges for businesses seeking compliance and optimization. CBIZ’s experienced professionals develop proactive tax strategies tailored to your business structure, industry, and financial goals.

Qualified Small Business Stock

Do You Qualify for Tax Savings?

Significant changes to the QSBS tax exclusion under the One Big Beautiful Bill Act (OBBBA) have expanded potential tax benefits for founders, employees, and investors. Eligible shareholders may exclude up to 100% of capital gains from the sale of qualified small business stock (QSBS) for federal tax purposes, depending on when the stock was acquired and how long it was held.

While the OBBBA enhanced certain QSBS benefits, many of the qualification requirements remain unchanged and can be complex.

Learn whether you qualify and how the updated rules may affect your tax strategy.

services-tax-business-tax-qualified-small-business-stock-tab-1
insights-applied-header

Insights. Applied. Tax Strategy

As part of Insights. Applied., CBIZ’s integrated approach to improving margins and execution, our Business Tax services help organizations unlock capital, manage regulatory complexity, and align tax decisions with operational and growth priorities.

From credits and incentives to depreciation strategies and trade considerations, we help leaders apply insight where it most directly strengthens cash flow, protects margins, and supports long-term performance.

Learn More About Insights. Applied.

Insights. Applied. Tax Services

Identify and maximize federal and state credits, including R&E incentives and other industry-specific programs, to reduce tax liability and free capital for reinvestment.

Learn More

Accelerate depreciation on eligible property assets to improve near-term cash flow and strengthen after-tax returns.

Learn More

Structure qualified investments to defer or reduce capital gains while supporting long-term growth and portfolio strategy.

Learn More

Apply inventory accounting strategies that mitigate inflation impact, improve tax positioning, and enhance working capital efficiency.

Learn More

Assess customs strategies, tariff exposure, and transfer pricing considerations to manage global cost pressures and protect margins.

Learn More

Maximize Your Tax Strategy

Partner with CBIZ to optimize your tax position and unlock new financial opportunities.

This field is for validation purposes and should be left unchanged.

Download the Report
How Decision-Making Mindsets Shape Middle Market Performance

This field is for validation purposes and should be left unchanged.
How else can we be of assistance?(Required)
By requesting additional information, you will be added to our email list. You can unsubscribe from CBIZ emails at any time. For more details, please read our Privacy Policy.
insights-tradeoff-economy-mobile - Copy