Live Webinar
2026 Tax Planning in 20 Minutes
Tuesday, February 17th
12:00 PM ET
We'll cover...
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The most meaningful changes in 2026 and how to address them.
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Strategies to address shifts in tax rates, estate tax thresholds, and retirement contribution limits.
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Practical approaches help your clients navigate uncertainty and optimize their financial plans.
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You can still register and we'll send you the recording once it's available.
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Webinar Overview
Integrating tax planning into your practice can help you add greater value and deepen client relationships. While client scenarios will be different, knowing the key changes and opportunities for the 2026 tax environment is the place to start.
In 20 minutes, get expert insight into the most notable changes impacting your clients and how to advise them on tax planning so they can remain strategic in their financial journey.
Speakers
Christina Poles, CPA
Tax Consultant
Christopher LaBounty, CFP®, CIMA®
Vice President, Advisor Consultant
Who we are
We strive to offer excellence in investment management and to be a valued extension of your team. We have a broad range of research competencies including deep fundamental research, quantitatively-based smart beta, and specialized strategies for asset class alpha opportunities.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.