2025 Tax Planning Guide
Insights, Analysis and Strategic Recommendations
Practical insights and detailed strategies for businesses and individuals to maximize tax efficiency in 2025.
Letter Form Our Tax Leaders
As we close out an eventful year and welcome a new presidential administration in the United States, we’re pleased to share our 2025 Tax Planning Guide — the first to reflect the powerful combination of CBIZ and Marcum.
We’re proud to present a richer tax guide packed with important updates and practical advice to help you prepare for the new year. We’ve gathered insights on the latest regulations, trends, and planning opportunities so you can make smart, informed decisions. Thanks to our expanded team we have been able to create an online companion to the guide. The 2025 tax planning resource center delivers even more insights, like a comprehensive analysis of sunsetting provisions of the Tax Cuts and Jobs Act and a deep dive into tax credits and incentives. With more resources and expertise, we’re excited to bring you a tax guide that offers greater value than ever.
