From Planning to Preservation: Tax Strategies for 2026 Success

Navigate new tax laws and prep your portfolio for 2026 success.

The tax landscape is shifting again. With provisions from the One Big Beautiful Bill Act (OBBBA), new IRS guidance and the looming 2026 sunset of the Tax Cuts and Jobs Act, individuals and families face critical decisions that affect long-term wealth and legacy planning.

Join Armanino’s seasoned tax partners as they decode what these legislative changes mean for you and how to act before year-end to optimize your position.

Whether you’re reassessing your portfolio, exploring gifting strategies or preparing for upcoming tax code shifts, this live session will equip you with a clear action plan to close out 2025 confidently and set the stage for a financially secure 2026.

Learning Objectives:

• Evaluate how the latest legislation affects your 2025 tax position
• Maximize charitable giving, investment, and estate strategies before year-end
• Anticipate TCJA sunset impacts and prepare for future tax shifts
• Create a tailored plan that protects and enhances your long-term financial outlook

Speaker

• Debbie Vandeven, Tax Partner, Armanino Advisory LLC
• Jonathan March, Tax Partner, Armanino Advisory LLC