Quick Guides

2026 Tax & Planning

It’s easy to think of taxes in the context of April 15th, but the reality is that tax season never really ends. Use these free reference guides to help you incorporate proactive tax planning into your overall financial plan and ensure you’re maximizing your tax savings year-round.

Download now for all the information you need for taxes—including One Big Beautiful Bill provisions—Social Security, and Medicare.

When you download you'll also receive a copy of the 2025 Quick Reference Guides.
image of the guides on a tablet

Better tax management starts here.

Every year the IRS releases new information on tax brackets, retirement savings limits, deductions or credits, and other key tax rules – all of which impact how you manage your wealth.

If it sounds like a lot of information, that’s because it is. Don’t worry though, all of it is covered in these guides.

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Everything you need to know for your 2026 taxes

blue-checkmark One Big Beautiful Bill Act provisions
blue-checkmark Personal income tax rates, deadlines, deductions, and credits
blue-checkmark Contribution limits
blue-checkmark Capital gains rates
blue-checkmark Estate and gift tax exclusions
blue-checkmark Health Savings Account (HSA) benefits and contributions
blue-checkmark Taxes for business owners
blue-checkmark And more!

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Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.

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Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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