2026 Tax Resource Center
Tax laws and planning opportunities continue to evolve, creating important considerations for businesses, individuals, families, and organizations. RKL’s 2026 Tax Resource Center brings together timely, practical information to help you understand key tax developments, evaluate potential impacts, and identify planning opportunities.
Our tax experts are here to help you every step of the way.
Explore 2026 Tax Resources
Our 2026 Tax Resource Center includes high-level guidance on developments affecting:
- Businesses and business owners, including depreciation, Section 179 expensing, business interest deductions, information-reporting requirements, and state and local tax planning
- Individuals and families, including charitable giving, education savings, senior tax deductions, vehicle loan interest, and long-term savings options for children
- Estate and wealth planning, including gift and estate tax exclusion changes, trust planning, and succession considerations
- International tax matters, including foreign-derived income, controlled foreign corporations, export incentives, remittance transfers, and foreign individual tax considerations
- Industry-specific and investment opportunities, including manufacturing property, energy incentives, qualified opportunity zones, and qualified small business stock
Each resource is designed to help you identify the questions worth asking and the next steps to consider with your advisor.
Why Choose RKL for Your Tax Planning Needs
Tax planning is not one-size-fits-all. RKL’s tax professionals work alongside businesses, individuals, families, and organizations to translate complex tax developments into practical strategies aligned with their goals.
Our team brings deep technical knowledge across federal, state, local, international, business, and individual tax matters. More importantly, we take an integrated approach—considering how tax decisions may affect cash flow, operations, investments, ownership structures, succession plans, and long-term financial objectives.
Whether you are evaluating a specific tax change or taking a broader look at your tax strategy, RKL can help you move forward with clarity.
Year Round Tax Insights
The 2026 Tax Resource Center is one way RKL helps keep you informed, but tax planning does not begin and end with a single season. Throughout the year, we share timely perspectives on tax developments, planning strategies, business considerations, and issues that may affect you and your organization.
Visit our Insights blog for articles and analysis from our professionals, and subscribe to Insights for What’s Next to receive practical guidance and firm news directly in your inbox.
Business & Nonprofit FAQ
How can I determine which tax changes may affect my business or nonprofit?
Start by reviewing the organization’s activities, investments, compensation arrangements, and tax profile against the topics in this section. The impact may depend on factors such as entity type, industry, income, asset purchases, and timing. An RKL advisor can help assess which provisions are relevant.
How might tax changes affect the timing of a business investment?
Some tax provisions depend on when an asset is acquired, construction begins, or property is placed in service. Reviewing project timelines early can help identify potential tax implications before making investment decisions.
What should I consider when evaluating depreciation deductions?
Eligibility, acquisition and placed-in-service dates, asset classification, and how different deductions interact can all affect the tax result. Businesses should also consider the potential cash-flow impact and any applicable limits.
Are state and local tax planning opportunities available to pass-through entities?
Potentially. Some states allow qualifying pass-through entities to pay tax at the entity level. Availability and treatment vary by state, and detailed modeling can help determine whether an election makes sense.
How can RKL help my business or nonprofit respond to tax changes?
RKL’s tax, wealth, and consulting professionals can help assess how tax developments may affect your organization, identify planning considerations, and evaluate potential compliance and reporting needs.
Individual FAQ
How do I know which tax changes may affect my personal situation?
The impact depends on factors such as your age, income, filing status, charitable giving, investments, and family circumstances. Reviewing the topics in this section can help you identify questions to discuss with your tax advisor.
Do I need to itemize deductions to benefit from a tax deduction?
Not always. Some deductions may be available to taxpayers who claim the standard deduction, while others require itemizing. Eligibility and limits vary by provision, so review the specific requirements.
How can I plan for education and long-term savings?
Different savings options have different contribution, investment, withdrawal, and tax rules. Consider your goals, the intended use of the funds, and how an account may affect financial aid or future tax treatment.
What records should I keep for tax deductions, credits, or reporting requirements?
Keep records that support eligibility and amounts claimed, such as receipts, account statements, contribution acknowledgments, loan records, and relevant tax forms. The documentation needed depends on the particular deduction or credit.
When should I contact my RKL advisor about a tax change?
Reach out when you are considering a major financial decision, such as a vehicle purchase, charitable contribution, education savings strategy, or estate plan update—or when you are unsure how a new rule applies to you.
International FAQ
Who should review international tax developments?
Individuals and businesses with foreign income, overseas investments, foreign entities, international sales, cross-border payments, or U.S. and foreign residency connections may be affected.
What should I consider if I have foreign investments or ownership interests?
Foreign corporations, investment funds, and other structures may involve specialized tax and reporting rules. Review the type of investment, your ownership interest, income, and applicable filing obligations with a qualified tax professional.
Can a business exporting goods or services qualify for tax incentives?
Some export-related incentives may be available, but qualification depends on the type of business, product or service, transaction, and entity structure. Review the requirements before making structural or operational changes.
How can cross-border transfers or payments create tax considerations?
The tax treatment may depend on the transfer method, source of funds, recipient, and purpose. Keep clear records of international payments and review any applicable tax or reporting requirements.
What records should I maintain for international tax matters?
Maintain records of foreign income, taxes paid, ownership interests, cross-border transactions, residency positions, and tax filings. Requirements vary by situation, so coordinate with U.S. and foreign tax advisors when appropriate.
What's Next for Your Tax Situation: Talk with an Advisor
One of the nation’s “Most Recommended Tax Firms” as named by our peers in USA Today, the RKL team is here to help you navigate the complexities and opportunities of today’s evolving tax landscape. With the region’s deepest bench of tax planning, compliance and specialized experts, including research and development, SALT, international tax, estate planning and more, we’ll leave no stone unturned in helping you optimize your tax situation.
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