2026 Year-End Tax Planning: Strategies for High-Net-Worth Individuals

As we head into 2027, now is the time to take advantage of remaining 2026 individual tax planning opportunities. Recent tax law changes have introduced new considerations around deductions, charitable giving, estate and gift planning, and more — making a holistic review of your tax situation especially important before year-end.

Join us as our team walks you through key planning considerations related to income tax, itemized deductions, investments, charitable giving, estate and gift tax, retirement planning and more.

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Speakers

Take a look at our speakers scheduled for this event

Tim Kaiser

Partner
Cohen & Co

Mike Szymkowiak

Senior Manager
Cohen & Co

CPE Credit

*Important Notice Regarding CPE: Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

  • Instruction Delivery Method: Group-Internet Based
  • Recommended CPE Credit: 1.0 credit
  • Recommended Field of Study: Taxes
  • Prerequisites: Open to clients, alumni and friends of the firm with experience in accounting, finance or management.
  • Program Level: Overview
  • Advanced Preparation: None Required

Learning Objectives

  • Identify recent tax law changes affecting year-end planning for high-net-worth individuals.
  • Recognize year-end tax planning opportunities related to itemized deductions, investments and charitable giving.
  • Identify estate, gift and retirement planning considerations to address before year-end and in preparation for 2027.

Seminar Policies

There is no fee for this webinar. For more information regarding concerns or program cancellation policies, please contact jodifranco@cohenco.com.

Cohen & Co is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. National Registry of CPE Sponsors ID #: 122961.