As 2026 draws to a close, now is a good time to take a fresh look at your tax situation. Recent tax law changes, including provisions taking effect for the first time in 2026, may create new planning opportunities or change the value of strategies that have worked in prior years. In many cases, decisions made before December 31 can have a meaningful impact on your tax liability. 

To help you navigate these changes, we have developed several resources:

• 2026 Individual Tax Planning Guide provides an in-depth discussion of year-end planning considerations and strategies, including tax brackets, deductions, investments, charitable giving, retirement planning, wealth transfers and considerations for business owners.
• 2026 Individual Tax Planning Guide: At-a-Glance provides a concise two-page overview of key 2026 amounts, law changes and year-end action items.
• Charitable Giving for the High-Net-Worth Individual takes a deeper look at tax-efficient charitable giving strategies, including appreciated assets, donor advised funds, qualified charitable distributions and charitable trusts. 

Tax planning is most effective when it is tailored to your individual circumstances. Your RubinBrown advisor can help evaluate which of these changes and strategies are most relevant to you and identify steps to consider before year-end.

Published: 11/05/2026

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