As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.
This year brings unique opportunities and challenges following the passage of the One Big Beautiful Bill Act (OBBBA), which reshaped key provisions affecting estate planning, charitable giving, and income tax thresholds.
Throughout 2026, there are multiple strategies you might consider to help you meet your financial, wealth-transfer, and philanthropic goals:
- Review withholdings and estimated tax payments
- Maximize annual giving
- Plan charitable gifting
- Leverage the Lifetime Gift and Estate Tax Exemption
- Revisit wealth strategies
- Update your estate plan
- Assess Roth conversion opportunities
- Prepare for key retirement milestones
- Coordinate with your advisors