The Truist 2026 Year-End Tax Planning Guide

Tax laws are always evolving, and our comprehensive 2026 Year-End Tax Planning Guide can help position you for success in the coming years with the right information to make informed decisions, preserve wealth, and maximize opportunities.

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Putting the right plan in place now preps your wealth strategy for years to come.

Changes to retirement planning, charitable giving, gifting strategies, healthcare-related taxes, and emerging investment incentives may affect how you approach future financial decisions. Understanding these developments now will inform year-end decisions and help position your wealth plan for years to come.

The Truist 2026 Year-End Tax Planning Guide

In this guide, you'll learn about:

  • Planning considerations for individuals, families, and business owners
  • Managing Medicare-related costs
  • Legislative changes affecting deductions and credits
  • New savings and investment vehicles
  • Opportunities to enhance charitable impact
  • Tax-efficient wealth transfer strategies

Key planning  considerations for 2027 

A new year brings new opportunities. Our tax planning guide will help you and your tax advisor evaluate if any financial moves you anticipate over the next year could work to your advantage.

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Learn how Trump Accounts may fit into your broader savings, education, and legacy planning goals.

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Understand the latest charitable deduction rules and strategies to help maximize both your tax benefits and philanthropic impact.

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Explore important considerations for existing and prospective QOZ investors as the program continues to evolve.

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Discover strategies to help manage Income-Related Monthly Adjustment Amount (IRMAA) surcharges and reduce unexpected Medicare costs.

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Evaluate whether today's historically high gift and estate tax exemptions create opportunities to transfer wealth more efficiently.

Download the 'Download the 2026 Tax Planning Guide PDF'.

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