2026 Tax Planning Guide
Those that plan to fail, fail to plan. Emphatically, its worthwhile to minimize, reduce or eliminate your individual taxes. The 2026 Tax Planning Guide is for those who want to keep more for themselves. Especially if you plan to save income taxes holistically over multiple years. Lucky for me I provide multi-year tax planning to reduce income taxes.
Planning tip: Taxpayers fail to avail themselves to home office deductions. In other words, 2026 self employed, sole proprietorships overlook the home office deduction. The potential benefit from the home office tax deduction should not be overlooked! Notably certain partners in partnerships and other self employed partners.
The 2026 Tax Planning Guide
Maximize Retirement Contributions
Charitable contributions
Donations to qualified charitable charities are tax deductible if you itemize.
Tax-Loss Harvesting
Minimum Required Distributions
Investment Vehicles
Learned Hand
Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”
Get a 2nd opinion
Nobody has a monopoly on all the information. Certainly, not the Internal Revenue Code.
Most importantly, there are both pitfalls as well as opportunities.
Tax minimization advice!
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David Weinstein MBA CPA CFE
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