As 2026 draws to a close, understanding year-end tax planning opportunities can help high-income individuals prepare for potential tax law changes and make informed planning decisions.
In this video, Cherry Bekaert’s Tax team discusses key 2026 year-end tax considerations, including:
- Income and deduction timing strategies for high-income individuals
- Investment income and alternative minimum tax (AMT) considerations
- Potential federal tax law changes affecting rates, deductions and credits
- Charitable giving and retirement contribution planning
- Pass-through income considerations and practical year-end planning strategies
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