#tax planning
4 articles found
Capital Gains Tax Strategies for 2026: Brackets, Timing, and the Rules That Changed
2026 capital gains brackets and NIIT, worked examples of timing sales, gifting stock under the new charitable rules, and why 2026 is odd for Opportunity Zones.
Selling to an ESOP in 2026: Deal Math, Section 1042, and the Repurchase Obligation
How an ESOP sale works in 2026: leveraged deal math, Section 1042 deferral, S corporation tax rules, repurchase obligations, and the new valuation rules.
Investment Tax Planning for 2026: How Income Stacks, Roth Conversions, IRMAA, and the Hidden Rates Between Brackets
2026 investment tax planning: how dividends stack on other income, a Roth conversion example with hidden 27% to 30% rates, IRMAA and NIIT, and a calendar.
Financial Planning for High Net Worth Households: 2026 Taxes, Concentrated Stock, State Moves, and Trusts
Planning for households with $1M to $30M in 2026: the SALT cap phase-down, AMT, asset location math, concentrated stock, residency audits, and GRATs.