Year-end Tax Planning Resources

Explore Cherry Bekaert’s Year-end Tax Planning Resource Center, your one-stop destination for timely insights, strategies, tools, and guidance to help individuals and businesses identify tax-saving opportunities and prepare for the year ahead.

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Prepare for Year-end Tax Planning With Confidence

Join our upcoming year-end tax planning webinars to gain timely insights on tax-saving opportunities, legislative developments, and planning strategies for businesses and high-income individuals before year-end deadlines arrive.

2026 Year-end Tax Planning for Individuals | Register

2026 Year-end Tax Planning Strategies for Businesses | Register

Download Your Year-end Individuals Tax Planning Checklist

Use this checklist to review the life events, financial changes, and tax planning opportunities that may affect your 2026 return and identify actions to discuss with your tax advisor before year-end.

Our Professionals

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Brian Moore Headshot

Brian Moore

Tax Services Leader

Managing Partner, Cherry Bekaert Advisory LLC

Sarah McGregor headshot

Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC

Michael Wronsky

National Tax Practice

Managing Director, Cherry Bekaert Advisory LLC

Oscar A. Osorio headshot

Oscar A. Osorio

Corporate Tax Leader

Managing Director, Cherry Bekaert Advisory LLC

Michael Kirkman headshot

Michael G. Kirkman

Estate, Trust & Gift Tax Leader

Partner, Cherry Bekaert Advisory LLC

Martin Karamon headshot

Martin Karamon

Tax Credits & Incentives Advisory Leader

Partner, Cherry Bekaert Advisory LLC

Mark R. Arrigo headshot

Mark R. Arrigo

State & Local Tax Leader

Partner, Cherry Bekaert Advisory LLC

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Nelson C. Yates II

International Tax Leader

Partner, Cherry Bekaert Advisory LLC

Contact Our Year-end Tax Planning Team