Tax Tactics: 2026 Year-End Tax Planning for Your Business

The One Big Beautiful Bill Act reshaped the tax landscape in 2025, and additional provisions take effect for the first time in the 2026 tax year, building on changes that already affected 2025 returns. This webinar examines key tax planning strategies for businesses and organizations, including permanent 100% bonus depreciation, the qualified production property deduction, adjusted QBI phase-in ranges, and entity-level considerations that could significantly affect 2026 tax planning and financial results. The session also reviews year-end planning considerations related to capital investments, business income planning, entity structure, and other tax strategies impacted by these legislative changes.

Live attendees who meet the program requirements are eligible to receive one (1) hour of CPE.

Learning Objectives

After completing this session, participants will be able to:

1. Evaluate the major business tax provisions first effective in the 2026 tax year and their implications.
2. Identify year-end planning strategies that may affect taxable income and cash flow.
3. Analyze how permanent bonus depreciation, QBI phase-in ranges, and entity structure affect business tax outcomes.
4. Apply year-end planning techniques when evaluating compliance considerations, tax risk factors, and long-term tax planning opportunities.