Essential tax and wealth planning guide: 2026 edition
Navigate complexity, craft strategy, and calibrate for change.
The current tax policy and enforcement environment are top of mind for high-net-worth individuals. New provisions affecting evolving IRS operations, ongoing legislative debates and evolving tax planning considerations under the newly enacted One Big Beautiful Bill Act (OBBBA, P.L. 119-21), may be creating both challenges and opportunities. For high-net-worth individuals and families, understanding these changes is essential to protecting and growing wealth across generations. This guide delivers clarity on what matters: understanding the current tax policy environment, new tax planning implications for creating a charitable legacy, and actionable intelligence for wealth planning in a dynamic environment.
Takeaways from the 2026 Guide
- Washington continues to debate government funding priorities with implications for IRS operations and taxpayer services.
- As tax laws change or your financial picture becomes more complex, bringing the focus back to established personal goals, such as the creation of a charitable legacy during life or at death, remains the basis for effective tax planning.
- For tax efficient planning, consider multi-year financial modeling and recognize that non-tax factors, including on cashflow, can be as significant as tax-related concerns.
Next Steps
Tax laws may change over time —rates fluctuate, deductions evolve. However, your values, the pillars guiding your wealth decisions, remain steadfast. Lasting legacies are shaped by thoughtful, multi-dimensional planning—and designed to endure for generations.
Are you ready to build or reimagine your wealth strategy? The 2026 Essential tax and wealth planning guide offers in-depth insights, while your advisor provides personalized guidance. By using these resources together, your tax planning doesn’t just respond to change—it anticipates, adapts, and propels your goals forward, no matter how policies shift.
Connect with your advisor today. In uncertain times, clarity is more than a comfort—it’s your most powerful advantage.
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Eric L. Johnson
