December 17, 2026

2026 Year-End Tax Planning for Individuals

topic
2026 Year-End Tax Planning for Individuals
Date and Time
December 17, 2026 | 11:00am
length
1 hour
location
Webinar
cost
Free

Year-end is an important time to look beyond tax filing and consider how the decisions you make today could affect your overall tax picture. With new and updated tax provisions in effect for 2026, proactive planning can help you understand potential opportunities and make informed decisions before December 31.

Join YHB for a practical discussion of the year-end tax considerations that may affect individuals and families. We’ll break down important developments from 2026, highlight planning opportunities and discuss steps you may want to consider before the year comes to a close.

During this webinar, we’ll explore:

  • Key federal tax developments affecting individuals in 2026
  • Year-end considerations for income, deductions, and charitable giving
  • Planning opportunities related to recently enacted tax provisions
  • Tax considerations for investments and other financial decisions
  • What to consider now as you prepare for 2027

This session is designed to help individuals and families better understand the current tax landscape and identify conversations worth having with their tax and financial advisors before year-end.

Register now

Speaker(s):

Peter Mills

Tax Manager

Peter Mills is a Senior Tax Manager. Prior to YHB, Peter worked at Bloomberg Tax, Fiducial Business Centers, The Hutt Company, and the AICPA. Peter obtained his Bachelor’s degree from Boise State University, J.D. and LL.M. degrees from Thomas Cooley Law School, and an MBA from Georgetown University. Peter is admitted to the bar in multiple jurisdictions and is also an Enrolled Agent. At YHB, Peter focuses primarily on individual tax issues and also assists the National Tax Team with research and thought leadership on new legislation and other important developments. Outside of work, Peter enjoys swimming and participates with the local chapter of the US Masters Swimming organization.