Tax Tactics: 2026 Year-End Tax Planning

The One Big Beautiful Bill Act reshaped the tax landscape in 2025, and additional provisions take effect for the first time in the 2026 tax year, building on changes that already affected 2025 returns. CRI's Tax Tactics: 2026 Year-End Tax Planning series brings you two focused webinars to help you set your year-end strategy before the calendar closes.
One session examines the changes most relevant to high-income earners, retirees, and families, including the new charitable deduction for non-itemizers, the 0.5%-of-AGI floor on itemized charitable contributions, the increased SALT deduction cap, accelerated alternative minimum tax (AMT) phaseout provisions, and the permanent estate and gift tax exemption. The other focuses on strategies for businesses and organizations, including permanent 100% bonus depreciation, the qualified production property deduction, adjusted QBI phase-in ranges, and entity-level considerations. Both sessions review the year-end planning moves you can still make to minimize liability and plan ahead.
Live attendees who meet the program requirements are eligible to receive one (1) hour of CPE per session.

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10:00 – 11:00 a.m. (CT)

After completing this session, participants will be able to:

Evaluate the key individual tax provisions taking effect in the 2026 tax year under the One Big Beautiful Bill Act
Identify year-end strategies for income timing, retirement contributions, and charitable giving under the new rules
Analyze how the increased SALT cap, AMT phaseout changes, and estate and gift exemption may affect filing status and tax liability
Apply year-end planning techniques when evaluating tax exposure, penalty considerations, and planning opportunities for the 2027 tax year.

2:00 – 3:00 p.m. (CT)

After completing this session, participants will be able to:

Evaluate the major business tax provisions first effective in the 2026 tax year and their implications.
Identify year-end planning strategies that may affect taxable income and cash flow.
Analyze how permanent bonus depreciation, QBI phase-in ranges, and entity structure affect business tax outcomes.
Apply year-end planning techniques when evaluating compliance considerations, tax risk factors, and long-term tax planning opportunities.