Tax planning decisions made before December 31 can have a meaningful impact on a client's 2026 tax position. This complimentary report from Bloomberg Tax provides a practical overview of the rules, thresholds, opportunities, and strategies worth reviewing now.
Download the Special Report to explore planning considerations, including:
Estimated taxes and withholding, including ways to help clients avoid an unexpected balance due or potential penalties.
Income and deduction timing, including when accelerating or deferring income and strategically bunching deductions, may make sense.
Investment tax planning, including capital gains and losses, NIIT, mutual funds, property sales, and other investment considerations.
Family and education tax incentives, including child and dependent credits, HSAs, 529 plans, education credits, and gift tax considerations.
Retirement planning opportunities, including IRA and 401(k) contributions, Roth strategies, RMDs, and charitable distributions.
Tax strategies for business owners and self-employed clients, including the QBI deduction, home office expenses, depreciation, health insurance, and SEP IRA contributions.
With 2027 coming into view, now is the time to help clients identify tax-saving opportunities, revisit key planning decisions, and take action before the end of 2026.
Use the guide as a practical checklist for identifying planning conversations that should happen before year-end, while clients still have time to act.
Complete the form to download the 2026 Mid-Year Individual Tax Planning Report
