As we move into 2026, significant changes from the new One Big Beautiful Bill Act are taking effect — making proactive planning more important than ever. Staying informed now can help you make smart decisions to minimize your tax liability in the year ahead.
LLME’s Tax Planning Guide highlights these updates and offers practical strategies to help you reduce your tax burden while remaining compliant with current law.
Here’s what’s covered:
- Tax Planning Basics
- Investing
- Real Estate
- Business & Executive Compensation
- Family & Education
- Charitable Giving
- Retirement
- Estate Planning
With several provisions from the Tax Cuts and Jobs Act set to expire at the end of 2025, new opportunities may also arise under the latest legislation. Reviewing your strategies now — before these changes take effect — can help you identify potential savings and avoid surprises.
We’re Ready to Help You Every Step of the Way
Our professionals are closely monitoring the latest tax law developments and are ready to help you determine the best strategies for your situation.
Reach out to your LLME advisor or call us at (858) 455-1200 to discuss your 2026 tax planning and learn how to make the most of these updates.