Download today to get the 2026 OBBBA Tax Planning Checklist for Accountants

Inside, You’ll Discover:

✓ The Plain-English Yes/No Format: Send it directly to clients or use it during intake interviews, with clear instructions and a "Sent" checkbox so nothing falls between you and them

✓ The Individual Side, Section by Section: Itemized deduction changes, the new 0.5% charitable floor, the 90% gambling cap, AMT phaseout doubling, the four temporary deductions (tips, overtime, car loan interest, senior), CTC, Trump Accounts, 529 expansion, ABLE eligibility, ACA premium reversion, and 1099-DA crypto reporting

✓ The Business Side, Section by Section: 100% bonus depreciation, the doubled $2.56M Section 179 cap, qualified production property, R&D §174A amended return triggers, §163(j) interest, QBI plus QSBS planning, PTET, the EBL reset, QOZ 12/31 recognition, international NCTI/FDDEI/BEAT, and the new 1% corporate charitable floor

✓ The Built-In Deadline Flags: Every critical 2026 date surfaces inside the relevant question, from the June 30 EV charger cutoff to the July 4 R&D amendment window to the December 31 SECURE 2.0 plan amendment deadline

✓ The AMT Trap Trigger: The single question that catches the doubled phaseout rate pulling $500K+ MAGI clients back into AMT for the first time in years

✓ The State Conformity Prompt: A built-in question that captures multi-state operations and flags decoupled jurisdictions like California, Pennsylvania, Illinois, and Indiana before you start returns