2026 Related Topics 
Darrow Wealth Management
JULY 1, 2024
Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).
Nerd's Eye View
OCTOBER 16, 2024
But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time. However, if they were to wait until 2026, they would owe AMT (and need to find or borrow funds to pay the AMT triggered by the exercise).
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Mish Talk
DECEMBER 22, 2022
Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.
Abnormal Returns
JULY 3, 2023
kitces.com) Estate planning Four things to consider in anticipation of 2026. (matts-newsletter-7a3f46.beehiiv.com) beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. financial-planning.com) Wealth.com's Ester will help you read estate planning documents.
Wealth Management
APRIL 16, 2024
Shenkman and Joy Matak discuss proposals in the 2025 Green Book.
Nerd's Eye View
JULY 10, 2024
And although TCJA's reputation as a broad tax cut might give the impression that everyone's tax rates would increase after its expiration, comparing the current Federal tax brackets with their estimated post-TCJA equivalents shows that a fair number of households will actually see their tax rates decrease.
Abnormal Returns
MAY 8, 2023
thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. kitces.com) How personality traits affect estate planning decisions. investmentnews.com)
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