In October's Wealth Strategies webinar, our tax planning experts explored year-end strategies and planning considerations that can help you make thoughtful decisions before 2026 comes to a close.

What You Need to Know:

• Tax decisions rarely happen in isolation. Changes to deductions, phaseouts and income thresholds mean a strategy that creates a benefit in one area can have unintended consequences in another. 
• Timing can significantly change the value of a planning strategy. When you recognize income, make charitable gifts or complete a Roth conversion can affect not only your current-year taxes, but deductions, surcharges and future tax exposure. 
• Year-end planning is increasingly about coordinating the pieces. With new tax provisions, changing thresholds and important deadlines, there are more variables to consider before acting.