Year-End Tax Planning for Individuals 2026
As we approach the close of 2026, it’s important to make sure your financial and tax strategies are aligned with current law and what’s ahead.
Your financial decisions today can significantly affect your tax outcome tomorrow. In this session, our advisors will share key insights to help you make the most of year-end planning opportunities.
Topics will include:
Recent tax law changes and 2026 updates
Income timing and deduction strategies
Charitable giving strategies
Gift, estate, and trust considerations
Speakers
Mark Gaudet - Presenter
Mark provides dependable assistance and advisement to clients related to income tax, transfer tax, philanthropic, and succession planning matters. Mark specializes in working with corporate executives, high-net-worth families, and closely held businesses and their owners.
Diana Mitchell - Presenter
As a Director with 25 years of professional experience, Diana has a broad range of knowledge that allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions.
Dustin Deck - Moderator
Dustin is a Shareholder and Tax Director at the firm, where he leads tax strategy and technical guidance with a strong focus on real estate. With extensive experience serving real estate owners, developers, and investors, Dustin advises clients on tax planning and compliance matters related to acquisitions, dispositions, cost recovery, entity structuring, and multi-state considerations.
