Tax Planning

Personalize your approach to tax planning

How do your tax strategies support your goals?

Tax planning is often impacted by factors out of your control, such as economic conditions and policy legislation. However, proactively collaborating with your tax advisors and financial team can help you build a resilient tax strategy to help you remain on track with your personal wealth goals in an ever-changing financial landscape.

A Tax Planning Checklist
Implement a strong tax strategy

Taking strategic steps in the right order can help you improve your annual tax and estate plans, as well as help you achieve other goals, such as charitable giving and saving for retirement.

  • Understand how legislation can impact your retirement distributions and inherited retirement accounts from a tax standpoint
  • Consider tax loss harvesting through your investment accounts, including your professionally managed portfolios
  • Check your estate planning tax overlay to confirm titling of interest
  • Deduct mortgage interest from your annual filing
  • Explore tax-advantageous ways to donate to charity, including IRA distributions, donor advised funds and charitable trust structures

Tax Planning for Business Owners
Tax impacts of selling your business

As a business owner, your personal and business planning strategies are inseparable. While a strong tax plan is important at every stage, the transition of your business presents a unique opportunity to leverage tax-advantaged strategies.

Plan ahead

We recommend considering the tax impacts of your business transition several years—not months—in advance.

Evaluate transfer options

Choosing a stock sale or an asset sale can have distinct impacts on your filing status.

Understand how the sale is constructed

Your tax implication can be affected by how the business is sold.

Tax Planning Insights
A few insights for your financial plan

Tax Planning

Year-end tax moves for high earners

Learn how to trim your tax bill now and later with 10 year-end tax planning strategies.
Starting in 2026, new rules will limit charitable deductions for those in the top tax bracket.
INTEL

The return of 100% bonus depreciation

The return of bonus depreciation for real estate investments offers potentially significant tax savings.
The bonus depreciations allow for immediate expensing of property costs that accelerate tax deductions and substantially lower taxable income.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

Tax Planning

Tax planning: Maximizing your QSBS exemption

Explore several strategies for maximizing the QSBS exclusion and minimizing your taxable gains.
Stacking, packing and 1045 rollovers are just a few ways to maximize this deduction, but these strategies may not be right for everyone.

Ann Lucchesi

Senior Director

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

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