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

Insights that Impact

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View All Insights
Four Pending House Bills Could Affect Not-for-Profit Reporting, Political Activity, and Religious Organizations
Four Pending House Bills Could Affect Not-for-Profit Reporting, Political Activity, and Religious Organizations

Understand how pending not-for-profit bills could affect Form 990 reporting, political activity, and religious organizations in 2026.

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Article
California SB 122’s Impact on Digital Products and Tax Credits
California SB 122’s Impact on Digital Products and Tax Credits

California SB 122 expands sales tax to certain digital products in 2027 and extends business tax credit limits through 2029, with new rules in 2030.

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Article
Why Private Equity Firms are Turning to Pooled Employer Plans
Why Private Equity Firms are Turning to Pooled Employer Plans

Private equity firms found a smarter way to handle retirement plans across their portfolios. See how one model cuts risk, cost, and administrative strain.

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Article
Managing Complex Tax Filings for a Chemical Company
Managing Complex Tax Filings for a Chemical Company

See how CBIZ navigated complex multi-state tax filings for a chemical company, ensuring accurate K-1 updates and compliance across 40 states.

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Case Study
Repairs vs. Improvements in Real Estate: Why Tax Treatment Matters
Repairs vs. Improvements in Real Estate: Why Tax Treatment Matters

Learn how repairs vs. improvements affect real estate tax treatment, deductions, depreciation and cash flow under the IRS tangible property regulations.

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Article
IRS Identifies Certain CRAT Transactions as Listed Transactions: What Taxpayers and Advisors Need to Know
IRS Identifies Certain CRAT Transactions as Listed Transactions: What Taxpayers and Advisors Need to Know

IRS final regulations identify certain CRAT-SPIA arrangements as listed transactions, increasing disclosure obligations and compliance risks.

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Article
You May Have QSBS and Not Realize It: Commonly Overlooked Scenarios
You May Have QSBS and Not Realize It: Commonly Overlooked Scenarios

Think you don’t have QSBS? Many shareholders and business leaders overlook it in equity comp., gifts and bequests, and early investments.

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Article
New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies
New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies

New importer of record rules may raise customs, tax, transfer pricing, and nexus risks for foreign companies importing goods into the U.S.

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Article
1031 Exchange Advanced Strategies: Managing Complex Transactions
1031 Exchange Advanced Strategies: Managing Complex Transactions

Explore 1031 exchange advanced strategies, including related-party transactions, reverse exchanges, and planning considerations for investors.

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Article
Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes
Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes

Massachusetts temporarily decouples from key OBBBA business tax provisions, requiring some amended returns and changing state tax treatment.

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Article
Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset
Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset

Pennsylvania’s 2026-2027 budget includes limited tax changes, but a shift to local sales tax sourcing and key Philadelphia BIRT updates.

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Article
What Cayman CRS and Draft Form W-9 Updates Mean for Compliance
What Cayman CRS and Draft Form W-9 Updates Mean for Compliance

Understand Cayman CRS updates and draft Form W-9 changes for 2026. Learn key compliance steps for Cayman entities, funds, and administrators.

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Article
1031 Exchange Deadlines: 45-Day and 180-Day Rules Explained
1031 Exchange Deadlines: 45-Day and 180-Day Rules Explained

Missed 1031 exchange deadlines can trigger tax liability. Learn how the 45-day and 180-day rules work and how to protect your exchange.

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Article
Colorado Adopts Worldwide Combined Reporting, Software Sales Tax Changes
Colorado Adopts Worldwide Combined Reporting, Software Sales Tax Changes

Colorado’s new tax laws introduce worldwide combined reporting, expand sales tax to SaaS and digital software, and revise key tax credits starting in 2027.

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Article
Cayman Islands CRS Reporting Changes: What Financial Institutions Need to Know Before the July 31 Deadline
Cayman Islands CRS Reporting Changes: What Financial Institutions Need to Know Before the July 31 Deadline

Cayman Islands RFIs face a July 31, 2026 CRS deadline, DITC portal closure, and a shift to CRS XML Schema v3.0. Learn what to do now.

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Article

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The OBBBA One Year Later

One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

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