Tax planning decisions made before December 31 can have a meaningful impact on a client's 2026 tax position. This complimentary report from Bloomberg Tax provides a practical overview of the rules, thresholds, opportunities, and strategies worth reviewing now.

Download the Special Report to explore planning considerations, including:

• Estimated taxes and withholding, including ways to help clients avoid an unexpected balance due or potential penalties.

• Income and deduction timing, including when accelerating or deferring income and strategically bunching deductions, may make sense.

• Investment tax planning, including capital gains and losses, NIIT, mutual funds, property sales, and other investment considerations.

• Family and education tax incentives, including child and dependent credits, HSAs, 529 plans, education credits, and gift tax considerations.

• Retirement planning opportunities, including IRA and 401(k) contributions, Roth strategies, RMDs, and charitable distributions.

• Tax strategies for business owners and self-employed clients, including the QBI deduction, home office expenses, depreciation, health insurance, and SEP IRA contributions.

With 2027 coming into view, now is the time to help clients identify tax-saving opportunities, revisit key planning decisions, and take action before the end of 2026.

Use the guide as a practical checklist for identifying planning conversations that should happen before year-end, while clients still have time to act.

Complete the form to download the 2026 Mid-Year Individual Tax Planning Report