04/20/2026
Tax Day has come and gone⌠but the real opportunity is just getting started.
Most people think about taxes once a year.
The most strategic investors plan for them all year long.
Now is the ideal time to shift from tax filing to tax planning for 2026:
đ Review what worked (and what didnât)
Take a closer look at your returnâwhere did you pay more than expected? Were there missed deductions or opportunities?
âď¸ Adjust withholdings or estimated payments early
Avoid surprises next April by fine-tuning nowâespecially if your income, bonuses, or equity comp will change.
đŚ Maximize retirement contributions
401(k), IRA, Backdoor Rothâthese arenât just savings tools, theyâre powerful tax strategies when used intentionally.
đ Plan ahead for stock comp, capital gains, and income timing
Decisions around RSUs, options, or selling investments can significantly impact your tax billâtiming matters.
đ¤ Coordinate with your tax planner and advisor early
The best strategies happen before year-end. Collaboration now can help you be proactive instead of reactive.
Small moves now can create meaningful tax savings later.
The goal isnât just to file correctlyâitâs to plan intentionally.
⨠Curious what opportunities you might be missing?
Letâs take a look togetherâreach out or send me a message to start planning ahead for 2026.
