Conclusion
One of our primary goals is to keep clients aware of tax law changes and updates.
This report is not a substitute for using a tax professional. Please note that many states do not follow
the same rules and computations as the federal income tax rules. Make sure you check with your
tax preparer to see what tax rates and rules apply for your state.
There are many other additional tax reduction strategies that will vary depending on your financial
picture. We encourage you to come in so that we can review your situation and hopefully take
advantage of those tax rules that apply to you.
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment advisor. Registration as an investment advisor does not
imply a certain level of skill of training. Wealth Management Strategies and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Source: irs.gov.
2026 Year-end Tax Planning Checklist
❑ Bracket Management
❑ Itemized Deduction Timing
❑ Gain & Loss Harvesting
❑ Retirement Planning
❑ Education Planning
❑ Charitable Planning
❑ Gifting Strategies
❑ Estate Tax Planning
❑ Planning for Major Financial or Life Events or Any Other Personal Situational Concerns
A “Proactive” approach to your tax planning
instead of a “Reactive” approach could produce
better results! If you need assistance reviewing
any of these items prior to year-end, please call
us and we’d be happy to help you!
We are accepting new clients!
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Has your advisor reviewed your tax forms?
Has your advisor discussed tax planning strategies that could help you keep more of what you make?
Is your advisor updated and current on tax planning strategies?
Would you like a complimentary review of your financial situation?
If you answered No or Not Sure to any of these questions, we would like to offer you a complimentary, Starter Session™
with one of our professionals. To schedule your Starter Session™, please call us at (252) 451-0488.