What’s Still on Your 2026 Tax To-Do List?
Before the calendar turns to 2027, there are important tax decisions to make. Permanent deductions, restored R&D expensing and changing state and federal rules are creating new considerations for how businesses approach year-end planning.
Join our tax experts for a look at what’s changed, what may be worth another look and what businesses should consider before closing out 2026.
Who Should Attend:
Business Owners, CFOs and Tax Executives
Learning Objectives:
- Identify key 2026 tax developments and explain how permanent and expanded provisions may affect year-end business planning.
- Evaluate opportunities involving R&D expensing, bonus depreciation, Section 179, qualified business income and other deductions that could improve cash flow and tax outcomes.
- Assess state, local and international tax considerations, including federal-state conformity, PTET elections, nexus, transfer pricing and updated foreign-income rules.
- Recognize year-end compliance priorities related to tax disclosures, payroll and contractor reporting, retirement plans, executive compensation and documentation.
- Apply a practical year-end framework to identify time-sensitive actions and align 2026 tax decisions with broader business goals for 2027 and beyond.