abip November Updates - Your Year-End Tax Moves

Year-end Tax Moves

Did your team design a custom part, improve a production process or build software for your customers this year? If so, you may qualify for the federal research credit. It isn’t just for tech companies. But it isn’t free money either. It’s a tax position you need to be able to defend, and for tax years beginning in 2026, the IRS wants more project-level detail on the revised Form 6765. Full expensing of domestic research costs is also back, so now is the time to take a look. In this month’s lead article, Amanda Sanchez explains who qualifies, which records matter and the steps to take before year-end.

Not Free Money: The Truth About the R&D Credit

By Amanda Sanchez, JD, MBA,
I lead abip’s Strategic Tax Advisory Services (STAS) team, where we help businesses identify, evaluate, and implement specialized tax incentives as part of a broader tax strategy...

Webinar: Year-End Tax Strategies

Terri Brechter, CPA, and Amanda Sanchez, JD, MBA, walk through the year-end planning. Whether you joined us live or couldn't make it, the full recording is now available to watch on your schedule. The moves that make the biggest difference to your tax position need to happen before December 31, so now is the time to act.

What we covered:

Ways to reduce your tax liability before year end
What recent tax changes mean for you
Steps to get organized for the coming filing season

Watch the Recording

Not sure where to start? Take a few minutes to complete our Tax Planning form, and we’ll help you decide whether a year-end meeting is the right next step.

Complete the Tax Planning Form

abip News - A Season of Gratitude

This November, we’re reflecting on what we’re thankful for: our people, our community, the chance to keep growing, and most of all, the clients who make it all possible.

Celebrating Our Culture

Our team brought plenty of creativity to this year’s Halloween contest with costumes and decorated offices. Congratulations to the first place winner Yazmine, Second place Haleigh, and third place MUD Team, and thanks to everyone who joined the fun!

Connecting in Our Community

abip was proud to sponsor Cibolofest on October 17, a free community festival with live music, a carnival, family activities, and fireworks. We loved seeing so many familiar faces.

Continuing to Learn

abip's Melissa Bushman, Terri Brechter, Brooke Winston, and Elizabeth Delgado attended CCH Connections in Orlando, where the big theme was moving from “capability to capacity” with agentic AI. Wolters Kluwer highlighted how AI agents in CCH Axcess can take on manual data entry, freeing professionals to focus on judgment and advisory work.

Yelina Dager, Violet Urdiales, and Jordan Bradley attended Intuit Connect in Las Vegas, where Intuit showcased new AI-powered enhancements to QuickBooks, Intuit Accountant Suite, and Intuit Enterprise Suite.

From all of us at abip, thank you for being part of our story. We’re grateful for your trust and look forward to finishing the year strong together.

Join Us This Fall

Proud to Sponsor

Nov. 4-6: 34th Annual TMCP Event, Houston, TX - Alphonso Anderson, and Amanda Sanchez attending.

More details

Dec. 2-3: UT Law, Austin - 74th Annual Taxation Conference. Charles Parr, and Alphonso Anderson attending.

More details

Dec. 4: Invest in Heart Gala, New Braunfels. 2nd annual charity event to benefit the Texas Children's Heart Center. Melissa Ryan, and Kirby Johnson attending.

More details