2025-2026 Year-End Tax Planning Guides

With most of the changes from the new tax law commonly referred to as the One Big Beautiful Bill Act (OBBBA) going into effect in 2025 or 2026, tax planning is especially critical now. To save the most on your taxes, you need to become familiar with how you may need to adjust your strategies.

We are pleased to provide our annual Year-End Tax Planning Guides for 20025-2026 for personal and business, and high-net worth individuals. As you look through the guides, please note the strategies and tax law provisions that apply to your situation or that you would like to know more about. Your DWC tax professionals are here to help client with any questions you may have about these or other tax matters.

We look forward to helping you lighten your tax burden and better achieve your financial objectives.

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