2025-2026 Tax Planning Guides

Our 2025–2026 Tax Planning Guide for Individuals and Businesses provides timely insights to help you navigate recent tax law changes and identify opportunities to reduce your tax liability. With the passage of the Reconciliation Bill (H.R.1), recent Federal Reserve interest rate cuts, and inflation showing signs of moderation, proactive tax planning remains more important than ever.

As we approach year-end, now is the time for individuals, business owners, closely held companies, and family offices to review their 2025 and 2026 tax situations and identify opportunities to reduce, defer, or accelerate tax obligations.

Inside the Guide

• Federal income tax rate brackets (individual and business)
• Standard and itemized deductions
• Qualified Business Income (QBI) planning
• Capital gains and investment income strategies
• Social Security taxation
• Retirement contribution and distribution strategies
• Business credits and tax-saving opportunities
• And more

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The guide for individuals is here.

The guide for privately held companies is here.