2026 Tax Planning Guide

Year-round strategies to make the tax laws work for you

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This guide provides an overview of some of the key tax provisions you need to be aware of and offers a variety of strategies for minimizing your taxes in the current tax environment. Use it to identify the best ones for your particular situation with your tax advisor, who also can keep you apprised of any new tax law developments that might affect you.

This edition offers insights about the tax impact of the One Big Beautiful Bill Act (OBBBA).

 

Covered topics include: 

  • Income & Deductions
  • Family & Education
  • Investing
  • Business
  • Retirement
  • Estate Planning
  • Tax Rates