Year-end tax planning for 2026 will provide significant opportunities and benefits for your clients.
This webcast provides ideas, tips, and tools to act on before year end to maximize your client’s financial preparedness while minimizing tax liabilities including topics like:
Tax planning: Bracket management, SALT planning, and more
Investment planning: Gain and loss harvesting, interest income to capital gains, loss carryforwards, oil and gas, and opportunity zones
Retirement planning: Advanced Roth conversions, defined benefit plans, and funding retirement plans: DB,