With the passing of the One Big Beautiful Bill Act (OBBBA), the Federal Reserve cutting interest rates, and inflation showing signs of moderating, proactive tax planning before year’s end is as important as ever for taxpayers seeking to manage cash flows and reduce their tax liabilities over time. Now is the time for individuals, business owners, and family offices to review their 2025 and 2026 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations.
Also, we strongly encourage you to reach out to us if you’ve experienced any of the following major life events this year:
- marriage/divorce
- birth of a child
- launching college-aged children
- significant changes in income
- sale of property/investments
The information contained within our annual End-of-Year Tax Planning Guide is based on federal laws and policies in effect as of the publication date. This guide discusses tax planning for federal taxes. Applicable state and foreign taxes should also be considered.
We value the opportunity to help make your life #LessTaxing. Never hesitate to give us a call or email us with any questions or concerns. Our team is ready to assist you in navigating these changes for a more secure financial future.