Mid-Year Tax Checklist: What Companies Should Review Now to Avoid Year-End Surprises

July 30, 2026
10:00 am - 10:45 am

Most year-end tax surprises aren’t surprises at all; they’re mid-year problems that nobody caught in time. The issues that derail Q4 planning are usually visible months earlier, and mid-year is the window to find them before filing season pressure builds.  

Join us for  Mid-Year Tax Checklist: What Companies Should Review Now to Avoid Year-End Surpriseswhere we’ll run through the checklist and help you build an action plan that addresses: 

  • Where your documentation gaps are hiding – and how to close them 
  • How to keep complex returns on track and filings from slipping 
  • Where transfer pricing and intercompany issues tend to catch teams off guard 
  • Practical steps to shore up compliance and defensibility  

Walk away with a clear picture of where your tax position stands today, which risks are already visible on the horizon, and a practical roadmap to address them before year-end options start to close.