Tax Planning Insights as We Head Into 2026 Tax planning in 2026 is poised to look a lot different than it did in 2025. With the passage of the One Big Beautiful Bill Act (OBBBA), provisions of the tax code are now either indexed, extended, or evolving in ways that could shape longer-term decisions for high-net-worth families, retirees, and business owners.
In my view, that makes the turn of the year a good moment to step back and assess the shifting landscape.
Read the entire article: Important Tax Planning Information And Insights For 2026 | Zacks Investment Management Blog