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November 24, 2025

Year-End Tax Planning: Set Yourself Up for Success in 2026

As 2025 comes to a close, now is the perfect time to review your finances and take advantage of strategies that can help reduce taxes and strengthen your financial plan for the year ahead. 

This year’s One Big Beautiful Bill Act (OBBBA) introduced several new tax provisions that may have an impact on how you save, invest, and give. Join Chief Planning Officer Jeffrey Levine for a discussion on how these changes—and upcoming updates from the SECURE Act 2.0—could affect your planning in 2025 and 2026.

In this session, you’ll learn how to: 

  • Make the most of year-end opportunities like Roth conversions and tax-loss harvesting
  • Decide when to adjust the timing of income or deductions to your advantage
  • Use charitable giving and gifting strategies to create meaningful tax benefits
  • Stay on track with estimated tax payments, retirement contributions, and other key deadlines
  • Understand how recent tax law changes could influence your financial strategy for 2026

This presentation is for informational purposes only. The content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients.. This should not be construed as specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed.

This represents the opinions of Focus Partners, may contain forward-looking statements, and presents information that may change. Nothing contained in this presentation may be relied upon as a guarantee, promise, assurance, or representation as to the future. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

©2025 Focus Partners Wealth, LLC and Focus Partners Advisor Solutions, LLC. All rights reserved. RO-25-5002911 
 

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Tax Strategies

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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