Unlock valuable tax planning insights for 2026 and beyond.

Family Office

With our suite of family office services, you can control your costs, simplify your financial oversight, and manage your assets more easily.

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Personalized Approach

Our suite of Family Office Services will keep you on track by:

Preparing customized financial statements, including cash flow analyses, income statements, balance sheets, and budgets
Managing household payroll services, including benefit administration and bill-paying
Assisting with related entity administration, such as partnerships, trusts, and charitable foundations
Reconciling investment portfolios
Assisting with bank, brokerage, and third-party cash and securities transfers and insurance reviews
Providing insurance services

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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SEC Readiness: A Strategic Imperative for Life Sciences Companies

Unlock investor confidence with strong SEC readiness. Learn how life sciences companies can strengthen reporting, controls, and compliance for long-term growth.

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Qualified Small Business Stock Questionnaire

Explore the Small Business Stock Questionnaire to help assess your financial readiness and investment potential.

Article

New Hampshire Announces Limited-Time Tax Amnesty Program

Take advantage of New Hampshire’s 2025-2026 tax amnesty program and clear overdue taxes with no penalties and half the interest.

Article

Upcoming Indiana State Amnesty Program

Indiana’s upcoming state tax amnesty program lets eligible taxpayers resolve delinquent taxes from before 2023 with waived penalties and interest in 2026.

Article

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.

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

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Our family office professionals are prepared to work with your team. Schedule a preliminary call to learn more about our approach and how we can help you with your goals.

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2026 Tax Planning Guide

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