Year-End Tax Planning Strategies for High-Net Worth Individuals
November 4, 2026 | 2:00 pm – 3:00 pm ET
Tax Planning Resources
With continued shifts in tax policy throughout 2026, staying proactive with your tax planning can help you take advantage of new opportunities and avoid unexpected liabilities. Effective year round planning then ensures that both individuals and businesses can confidently apply the right strategies as their financial and tax circumstances evolve.
Withum’s Tax Planning Resource Center provides comprehensive insights, practical planning ideas and essential compliance reminders. Explore guidance on deductions, retirement planning strategies, credits and incentives, and industry specific considerations. You can also access webinars and updated resources to help you stay organized and well prepared for the current tax season. Contact our National Tax Services Team to discuss your specific planning goals and help identify strategies tailored to your unique situation.
Tax Planning Webinar Series
Year-End Tax Planning Strategies for Businesses
November 18, 2026 | 2:00 pm – 3:00 pm ET
Essential State and Local Tax Year-End Planning Strategies
November 11, 2026 | 2:00 pm – 3:00 pm ET
Tax Planning Resources
Year-End Tax Strategies for Businesses
Year-End Tax Strategies for Individuals
Year-End State and Local Tax Planning
Year-End Wealth Management Strategies
International Year-End Planning Considerations for Taxpayers
Charitable Giving and Education Savings in 2025
Global and Domestic Transfer Pricing Strategies
Could You Benefit from a R&D Tax Credit Analysis?
Year-End Considerations for Insurance and Employee Benefits
Cash Incentives for Clean Energy Investments
Year-End Close Watchlist: Red Flags and Common Mistakes to Avoid
An Expert’s Guide to the Year-End Close Process
Contact Us
We understand that every business and individual needs a customized set of solutions. Let us help you navigate this complex business environment with guides, tips and top planning considerations for specific industries. Contact Withum’s Tax Services Team to discuss your individual situation.
Connect with Our Tax Leaders
Principal, Wealth Advisor
Let's Discuss Tax Planning!
Contact our Withum Tax Professionals to discuss planning ideas applicable to your specific situation. Fill out the form below to reach out to one of our tax experts today.