2025 brought significant changes to the tax code. Our tax planning guide highlights key changes for investors and how they may impact tax planning.
Get your guide to tax planning for 2026 and beyond
Last year’s major tax legislation has changed the landscape in ways that will almost certainly affect tax and investment planning decisions for high net-worth families, retirees, and business owners in tax year 2026 and beyond.
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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This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and opinions given in this document without seeking the services of competent and professional investment, legal, tax, or accounting counsel. Publication and distribution of this document is not intended to create, and the information and opinions contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors, or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.
Any projections, targets, or estimates in this document are forward looking statements and are based on the firm's research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Recipients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this document.
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