Beyond Deductions: Strategic Tax Planning After OBBBA

Beyond Deductions: Strategic Tax Planning After Obbba

This session focused on the critical shift from maximizing deductions to managing adjusted gross income (AGI), which now drives eligibility for deductions, credits, and exposure to additional taxes like NIIT. The presenters covered key strategies including SALT cap considerations and passthrough entity tax elections, AGI reduction techniques, charitable contribution planning ahead of 2026 changes, and opportunities related to retirement distributions, capital gains, and business deductions. Attendees walked away with actionable insights to optimize tax outcomes and approach filing season as a strategic planning opportunity rather than just compliance.