2026-2027 Tax Planning Guide

Recent legislative developments and evolving tax provisions create important planning considerations for higher-income taxpayers in 2027. This guide explores key tax rules, planning opportunities and tax-efficient strategies to help navigate the current tax landscape and optimize tax outcomes. 

As taxpayers assess the impact of recent tax law changes, careful planning remains essential. From managing current-year tax liabilities to evaluating longer-term estate, retirement and business planning objectives, understanding available strategies can help uncover opportunities and support more effective decision-making. 

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