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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

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. For some, this may lead to more taxes paid on capital gains.

Taxes 89
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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

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. For some, this may lead to more taxes paid on capital gains.

Taxes 52
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Steps Advisors Can Take Before Tax laws Change

Wealth Management

Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.

Taxes 96
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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 79
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You Shouldn’t Always Delay IRA Distributions

Darrow Wealth Management

Here are some tax planning strategies to consider when you should start drawing from your IRA. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. Retirees in a low tax bracket for the year have several planning options to consider.

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 52
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6 Tax Strategies for Incentive Stock Options and AMT

Darrow Wealth Management

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection.

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