There are significant changes to the tax code this year. Get our guide to learn about key changes and how they may impact tax planning and investments.
Be prepared for big tax code changes in 2026
Last year’s legislation has significantly changed the tax landscape in ways that are likely to shape longer-term planning decisions for high-net-worth families, retirees, and business owners.
To help you navigate these changes, Zacks Investment Management has put together our Tax Planning in 2026: A User-Friendly Guide.1 It’s an invaluable resource that gives you the facts on how these changes may affect your personal financial strategy.
And because tax planning is such a broad subject with a vast amount of rules and details, we break up the guide into four distinct tax sections:
Investments
Healthcare and Education
Retirement Planning
Charitable Giving & Estate Planning
If you have $500,000 or more to invest, request this guide today.
NOTE: Zacks Investment Management is not a tax advisor, and this guide is provided for general informational purposes only. Final IRS guidance on OBBBA provisions may further clarify or alter some interpretations. We strongly recommend consulting a qualified tax professional regarding your specific situation.
Talk to a Zacks Wealth Advisor today.
1 Zacks Investment Management reserves the right to amend the terms or rescind the free Tax Planning in 2026: A User-Friendly Guide offer at any time and for any reason at its discretion.
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