2026 Tax Planning Guide
Year-round strategies to make the tax laws work for you
- Learn about key tax provisions including the latest OBBBA tax implications.
- Identify strategies for minimizing your taxes in the current tax environment.
Navigating the complex web of SEC, FINRA, and SIPC requirements can overwhelm even the most seasoned broker-dealers—but it doesn’t have to.
Step-by-step clarity on SEC, FINRA, and SIPC
Detailed instructions for completing and submitting forms
Audit deliverables explained
Ensure your healthcare organization retains CARF accreditation status with this guide on:
Help your non-profit fundraising event meet IRS compliance and reporting requirements.
This customizable list can be tailored to your organization’s specific needs.
Complimentary Template for Private Equity Fund Limited Partnerships.
Meet your regulatory requirements through accurate and timely financial reporting.
Including annual audited financial statements filed with the SEC.
How should cryptocurrency be reported on your financials?
The AICPA has provided nonauthoritative guidance on how to account and audit digital assets.
Complimentary practice aid to help determine appropriate treatment for your digital assets.
Downloadable sample template for an LLC entity.
Refer to the FASB disclosure framework for consideration of additional notes to be included in the financial statements.
Your insights into the new five-step process for revenue recognition, potential challenges for engineering and construction contractors, and accounting considerations.
Important cybersecurity considerations to minimize the chance that a cyberattack may occur.
Protect your company from costly and reputation-damaging breaches.
Your best defense against cyber attacks is education.
It’s important to keep your business and personal records in case of an IRS audit or other examination.
Congress signing the Tax Cuts and Jobs Act of 2017 enacted the biggest tax reform law in thirty years impacting individuals and businesses.
Discover potential tax planning opportunities with this overview summary.
The TCJA of 2017 brought significant changes.
Anti-virus programs are no longer sufficient to prevent costly threats to your business’ security.
According to Trend Micro, 91% of data breaches start with a phishing attack, and are happening at companies of all sizes.