2026 Year-end Tax Planning for Individuals

As year-end approaches, it’s time to evaluate tax planning opportunities and prepare for potential tax law changes. Join Cherry Bekaert's Tax team for a discussion on key considerations for high-income individuals, including investment income, deductions, alternative minimum tax (AMT) exposure, charitable and retirement planning, and strategies to help optimize your tax position before year-end. 

Learning Objectives:

• Identify key 2026 year-end tax planning opportunities for high-income individual taxpayers, including timing strategies for income, deductions and investment-related items.
• Evaluate how potential post-midterm federal tax legislative developments may affect 2026 year-end planning decisions for high-income individuals, including impacts to rates, deductions, credits and AMT exposure.
• Apply practical planning concepts to analyze common high-income taxpayer scenarios — such as charitable giving, retirement contributions and pass-through income considerations — before year-end.

Who Should Attend

This program is designed for individual tax return filers looking for year-end tax planning guidance.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE credit | Up to one hour of CPE, pending approval
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem Solving
Prerequisites | None
Program Level | Basic
Advanced Preparation | None