Oct 16 – Dec 31 · Planning Season
2026 Year-End Planning Summary
~$12K–$25K of federal tax addressed this year (retirement deferral, Q4 estimate), with a high-stakes asset-vs-stock sale structure to model before any LOI is signed.
Each move as a range, stepping down from the current-path liability.
Maximize the company retirement plan before a sale year
Q4 estimated payment to meet the safe harbor
Asset vs. stock sale — model the structure before an LOI
Addressed by the plan
2 of 3 quantified · 1 enable the rest without a separate figure
Time-sensitive moves before December 31.
Multi-year planning to revisit beyond this season.
Items to resolve before the client conversation.
At this income, if the business is an SSTB the §199A deduction is fully phased out; if it is not, a deduction may remain. Confirming the classification determines whether any QBI planning is worthwhile this year.
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