Are you maximizing your tax benefits? Explore our 2026 year-end tax guide
Understand how recent tax changes may affect higher-income taxpayers and the strategies available in today’s tax environment.
Last year, the One, Big, Beautiful Bill Act (OBBBA) was signed into law, making permanent many provisions that can reduce tax liability while also preserving limits or eliminations of certain deductions. The law also introduced new deductions, enhanced existing tax breaks, added limits to some deductions, and ended many clean energy tax incentives.
While most changes took effect last year, some apply beginning in 2026. For higher-income taxpayers, effective planning means understanding how recent changes affect their individual circumstances, monitoring income and phaseouts throughout the year, and identifying the tax benefits for which they remain eligible.
Our 2026 year-end tax guide highlights key provisions and planning strategies across income and deductions, executive compensation, investing, real estate, business ownership, charitable giving, family and education, retirement, estate planning, and tax rates. Use the guide with your tax advisor to identify strategies that fit your situation and stay informed about developments that may affect your plan.
What’s inside:
- Income & deductions
- Executive compensation
- Investing
- Real estate
- Business ownership
- Charitable giving
- Family & education
- Retirement
- Estate planning
- Tax rates
