If you're like most people, tax planning is probably your favorite pastime, but it’s critical to your financial success. One of the primary goals of tax planning is to minimize tax liability by taking advantage of available deductions, credits, and exemptions.

And this year, planning is more important than ever. 2025's big legislation has changed the tax landscape in ways that are likely to shape longer-term planning decisions for high-net-worth families, retirees, and business owners.

We can help you navigate these changes with our free Tax Planning in 2026: A User-Friendly Guide.1 You'll get the facts you need to understand how these changes may affect your personal financial strategy. Because tax planning is a broad subject with a huge number of rules and details, we break up the guide into four tax sections:

  • Investments
  • Healthcare and Education
  • Retirement Planning
  • Charitable Giving & Estate Planning

If you have $500,000 or more, fill out the form to get your free report today!

NOTE: Zacks Investment Management is not a tax advisor, and this guide is provided for general informational purposes only. Final IRS guidance on OBBBA provisions may further clarify or alter some interpretations. We strongly recommend consulting a qualified tax professional regarding your specific situation.

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