Unlock valuable tax planning insights for 2026 and beyond.

Partnership Tax Services

With custom solutions for partnerships and partners, CBIZ helps businesses maximize economic benefits while mitigating risks in an evolving tax landscape.

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Understanding Partnership Taxation

Partnership structures offer significant financial flexibility but also introduce complex tax challenges. CBIZ provides strategic guidance on structuring, compliance, and ongoing tax considerations.

Partnership Tax Planning

CBIZ provides end-to-end partnership tax solutions, offering compliance, advisory, and strategic planning services.

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Partnership Tax Planning

Strategic tax planning to optimize partnership formation, allocations, and distributions.

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Compliance

Annual tax compliance support, tax basis balance sheet maintenance, and more.

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Transaction Advisory

Guidance on everything from acquisitions through divestitures, mergers, and more.

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Financial Services Solutions

Solutions for private equity firms, hedge funds, and other partnerships.

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Exit & Liquidity Planning

Tax-efficient structuring of partner exit transactions and interest sales.

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Partnership Tax Essentials

CBIZ provides partnership tax solutions, ensuring businesses navigate compliance, structuring, and transactions efficiently while maximizing tax benefits.

Structuring & Formation

Navigate Section 704(c) allocations, disguised sale rules, and liability allocations.

Transaction Support

Strategic guidance on mergers, acquisitions, and partner equity transactions.

Financial Services Taxation

Compliance and consulting services for hedge funds, private equity, and financial partnerships.

Capital Account & Basis Tracking

Ensure proper tracking of partnership basis, tax adjustments, and gain recognition.

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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Washington State Voluntary Disclosure Program for International Remote Sellers

Learn about Washington’s 2026 Voluntary Disclosure Program for international remote sellers to resolve past taxes with reduced penalties. Apply by May 31!

Article

President Signs IRS Math Act Into Law

The IRS Math Act requires the IRS to provide clearer, itemized math error notices to taxpayers, improving transparency and response options in 2026.

Article

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.

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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

Optimize Your Partnership Tax Strategy

From formation to liquidation, CBIZ keeps your partnership tax-efficient and compliant. Speak with our team today.

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