Strategies for Individual Taxpayers
A good way to start your year-end tax planning is by identifying any changes in your personal situation that may affect your taxes. A change in your marital status, a move, a job change, a new business, retirement, a new dependent, or the loss of one: any of these life events would likely have a tax impact. Similarly, stay alert for tax law changes that may create planning opportunities.
Our exclusive 2026 Year-End Tax Planning Guide provides a foundation to help minimize your tax burden (and our team of top tax pros is here to help).