Year-End Planning

Year-end planning for 2026 will provide significant opportunities and benefits for your clients.

This webcast will provide, ideas, tips, and tools to act on before year end to maximize your client’s financial preparedness while minimizing tax liabilities — including topics like:

• Tax planning: Bracket management, SALT planning, and more
• Investment planning: Gain and loss harvesting, interest income to capital gains, loss carryforwards, oil and gas, and opportunity zones
• Retirement planning: Advanced Roth conversions, defined benefit plans, and funding retirement plans: DB, DC, and nondeductible IRA
• Education planning: Funding tax-preference accounts (529 accounts)
• Small business planning: Section 199A deduction planning and accelerating deductions
• Charitable planning: Charitable lead annuity trusts (grantor and non-grantor, CRTs, and concentrated positions)
• Insurance/risk management planning: Borrowing from life insurance
• Estate planning: Year-end estate and gift planning

Key Topics

• Tax planning
• Investment planning
• Small business planning

Learning Outcomes

• Identify crucial topics to discuss with your clients the rest of this year.
• Recognize the variety of last-minute retirement planning options available.
• Determine conversations to have with your client’s estate attorneys.
• Identify steps to reinforce your position as your clients’ trusted adviser.

Who Will Benefit

• Tax professionals who serve individual clients
• CPA financial planners and other professional financial planners
• Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services