Planning for 2026: Key Insights | Meaden & Moore

As tax, regulatory, and business landscapes continue to evolve, organizations and individuals are entering 2026 focused on turning recent insights into forward-looking strategies. From major federal tax reform and shifting workforce dynamics to nonprofit financial transparency and emerging technology trends, the topics that resonated most over the past year now serve as critical planning inputs for the year ahead.

Below is a snapshot of Meaden & Moore’s most-read and most-impactful content from 2025 — curated to support smarter decision-making and proactive planning in 2026.

One Big Beautiful Bill Act (OBBBA):

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced wide-ranging tax changes affecting nearly every U.S. taxpayer. As organizations move into 2026, understanding how these provisions impact payroll, charitable giving, partnership structures, and transaction planning remains a top priority.

Our coverage focused on translating legislative change into practical guidance that continues to inform compliance, strategic planning, and risk management in the year ahead.

Featured OBBBA planning resources:

• Breaking Down the Tax Provisions in the One Big Beautiful Bill Act
  https://www.meadenmoore.com/blog/tax/breaking-down-the-tax-provisions-in-the-one-big-beautiful-bill-act
• Preparing for OBBBA Payroll Reporting Changes
  https://www.meadenmoore.com/blog/tax/preparing-for-obbba-payroll-reporting-changes-meaden-moore
• The OBBBA Made a Small Change to Disguised Sale Rules
  https://www.meadenmoore.com/blog/tax/obbba-made-a-small-change-to-disguised-sale-rules-meaden-moore
• The OBBBA’s Impact on Charitable Giving
  https://www.meadenmoore.com/blog/tax/the-obbbas-impact-on-charitable-giving

Explore our full OBBBA Resource Center

Workforce, Benefits & Organizational Trends:

Shifting demographics and evolving workforce expectations will continue to shape organizational planning and benefit design in 2026. As employee populations change, plan sponsors and nonprofit leaders are rethinking how they engage stakeholders, communicate financial performance, and align benefits with long-term organizational goals.

These insights provide a foundation for organizations reassessing workforce strategies and financial storytelling in the year ahead.

Featured planning insights:

• Participant Populations and Investment Habits Are Changing
  https://www.meadenmoore.com/blog/atc/participant-populations-and-investment-habits-are-changing
• Telling the Story Behind Funding, Operations, Program and Fundraising Expenses
  https://www.meadenmoore.com/blog/atc/telling-the-story-behind-funding-operations-program-and-fundraising-expenses

Advisory & Strategic Perspectives

In addition to tax and compliance considerations, organizations are entering 2026 focused on leadership development, operational efficiency, and technology-enabled growth. Forward-looking advisory insights continue to help leaders navigate generational change, digital transformation, and evolving business models.

These topics offer practical guidance for building resilient, future-ready organizations.

Featured advisory planning resources:

• A Focus on the Rising Generation
  https://www.meadenmoore.com/blog/consulting/a-focus-on-the-rising-generation-meaden-moore
• Understanding Automation and AI: What Leaders Need to Know
  https://www.meadenmoore.com/blog/consulting/understanding-automation-and-ai-meaden-moore

Let’s Continue the Conversation

If any of these topics apply to your organization or personal financial planning, we encourage you to connect with a member of your Meaden & Moore service team or one of our subject matter specialists to discuss how these insights can support your goals in 2026. Contact Us Today.

Stay Informed

Subscribe to receive timely insights, blog updates, and invitations to upcoming webinars and events from Meaden & Moore. Subscribe to Our Blog.