JANUARY 7, 2026
Key tax figures for 2026
In 2026 new tax deductions and inflation adjustments impact tax brackets, rates and contribution limits. Our Bill Cass talks about what is changing in 2026 and shares some planning considerations.
- Estate planning
- Retirement planning
- Tax planning
- Education planning
Estate planning
A closer look at the current estate and gifting tax rules
Year-end planning checklist
Ten income and estate tax planning strategies
Understanding charitable giving strategies
Business succession planning
Asset protection checklist
Asset Protection – Basic principles and strategies for safeguarding your wealth
Donating IRA assets to a charity
Retirement planning
Distribution planning under the SECURE Act
Converting a traditional IRA to a Roth IRA
Donating IRA assets to a charity
In-service, non-hardship withdrawals
Three key things to understand about Medicare
Five things you need to know about optimizing Social Security
SECURE 2.0 – Key provisions & planning considerations
What you need to know about required IRA withdrawals
Retirement plan options for business owners
Tax planning
The One Big Beautiful Bill Act Overview and planning considerations
Ten income and estate tax planning strategies
Tax diversification worksheet
Year-end planning checklist
Understanding the NUA Rule
Using investment losses to your advantage
Looking ahead to the expiration of the Tax Cuts and Jobs Act (TCJA)
10 Roth IRA strategies to hedge the risk of higher taxes
Converting a traditional IRA to a Roth IRA
2025 tax rates, schedules, and contribution limits
Important age milestones for financial planning
Three ways to offset income from a Roth conversion
Apply a net operating loss to a Roth IRA conversion
Wealth planning insights
A weekly blog authored by Bill Cass, Director of Wealth Planning, CFP®, CPWA®. The blog covers timely topics around financial planning to share with clients.
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