Year-End Tax Strategies for 2026

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Year-end tax planning can involve a number of decisions that affect different parts of your tax picture at once. With changes under the new tax law affecting areas such as the SALT deduction, itemized deductions, charitable giving, estate and gift planning, and retirement contributions, there is even more to consider before December 31.

Access the on-demand recording of Year-End Tax Strategies for 2026 to hear the LTax team discuss the year-end strategies worth reviewing now and, just as importantly, how they work together.

In this webinar, we cover:

• Managing income and tax brackets: Bonuses, equity events, AMT exposure, Roth conversions and SALT planning

• Charitable giving under the new rules: Bunching gifts, donor-advised funds, and when cash or appreciated securities may make more sense

• Year-end portfolio decisions: Tax-loss harvesting, concentrated positions and QSBS considerations

• Retirement planning: Roth catch-up contributions, backdoor Roth strategies and qualified charitable distributions

• Family, gifting and estate planning: Annual exclusion gifts, the higher estate and gift exemption, and 529 planning

• Why timing and order matters: How one year-end move can change the tax impact of another

If you are a high-income earner, executive or family with multiple income sources, investments or equity compensation, this webinar can help you identify the areas worth reviewing before year-end and the questions to discuss with your tax and financial advisors.

Complete the form to receive the Year-End Tax Strategies for 2026 webinar recording and presentation slides.

Once the form is submitted, the materials will be sent via email.

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