The Top 40 Tax Planning Opportunities for 2026, authored by nationally recognized experts Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), and Peter J. Melcher, MBA, JD, LLM, distills advanced federal income, estate, gift, and wealth transfer strategies into clear, actionable planning opportunities.
Covering topics such as bracket management, capital gain and loss harvesting, charitable planning, Roth IRA conversions, IRC §199A planning, net investment income tax strategies, and sophisticated wealth transfer techniques, the guide combines technical analysis with practical illustrations
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Top 40 Planning Opportunities
Mar 04, 2026 · 3 MB Download
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