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Whitepaper

2026 Year-End Tax Planning Guide for Private Companies

The evolving tax landscape, including ongoing opportunities and considerations from the One Big Beautiful Bill Act (OBBBA), continues to highlight the importance of proactive tax planning. Now is the time for private companies to act to help reduce their tax burden.

This 2026 planning guide highlights planning items to consider, strategies to make informed decisions and better manage your company’s 2026 tax burden, and a user-friendly checklist to help you stay on track with your advisers.

Download the Whitepaper
Whitepaper: 2026 Year-End Tax Planning Guide for Private Companies
 

What’s Inside

A quick breakdown of the core areas covered in this guide.

01

Accounting Methods

02

Tax Deductions

03

International Tax

04

Business Incentives & Tax Credits

05

Transaction Planning

06

Corporate Tax

07

Real Estate Considerations

08

State & Local Tax

09

2026 Tax Rates & Information

Year-End Tax Planning Checklist

 
 
 

Who Can Benefit?

This guide is designed for private company owners and their financial leaders looking to minimize their tax burden and maximize tax opportunities for the 2026 tax year, including:

💼

Business Owners/CEOs

📈

Chief Financial Officers

📋

Controllers

 
 
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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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