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2025-2026 Tax Planning Guide

  • Guide

This guide provides an overview of some of the key tax provisions higher-income taxpayers need to be aware of for 2025-2026, including a variety of strategies for minimizing your taxes in the current tax environment.

Key tax provisions in this guide include:

  • Income & Deductions
  • Executive Compensation
  • Investing
  • Real Estate
  • Business Ownership
  • Charitable Giving
  • Family & Education
  • Retirement
  • Estate Planning
  • Tax Rates