2026 Tax Planning Guide for Business Owners

Several tax breaks that were set to expire are here to stay, and a few new ones were added. Learn which ones apply to your business and how to plan around them before the year closes.

What’s inside

The One Big Beautiful Bill Act made several 2017 tax rules permanent and added new ones. This guide explains each rule in plain language, then shows what it means for your business.

• The 2026 numbers in one place: brackets, deduction limits, retirement contribution limits, mileage rates, and estate and gift exemptions.
• What changed for business owners: the QBI deduction, 100% bonus depreciation, Section 179, research costs, the higher SALT cap, and fewer 1099s to file.
• Planning for today, last year, and what’s next: guidance organized the way our Team of 3 works with every client, across your books and payroll, your tax compliance, and your growth and exit plans.
• Industry spotlights: specific guidance for healthcare practices, CPA and accounting firms, professional service providers, and family-owned businesses.
• A year-end checklist: the moves to make before December 31.