2026 Year-End Tax Planning Checklist

October 07, 2026

Time to Read: 2 minutes

Year-end tax planning looks different in 2026.

The One Big Beautiful Bill Act extended several tax provisions and introduced new rules that may create both opportunities and considerations for your year-end strategy.

Our 2026 Year-End Checklist for Personal Tax Planning highlights actions to consider before December 31, including managing income and deductions, maximizing retirement contributions, planning charitable gifts, and reviewing estate and wealth-transfer strategies. It also highlights important changes for 2026 and key deadlines to keep in mind as the year draws to a close.

Review the 2026 Year-End Tax Planning Checklist and connect with your wealth management team to discuss which strategies may be appropriate for you.

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This checklist is for informational purposes only and does not constitute tax, legal, or investment advice. Consult your advisor and wealth team before acting.

This material is provided for illustrative/educational purposes only. All investment strategies referenced in this material come with investment risks, including loss of value and/or loss of anticipated income. Past performance does not guarantee future results. This material is not intended to constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

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