2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates
About this episode
In this episode, Jeff Zufall and Josh Gilbert discuss proactive tax planning strategies for 2026, including key provisions of the SECURE Act 2.0 and various tax-saving opportunities.
Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars long before April 15 arrives. They break down key provisions of the One Big Beautiful Bill, SECURE Act 2.0 retirement opportunities, capital gains tax strategies, inherited IRA distribution planning, summer camp tax credits, long-term care premium deductions, and the growing role of AI at the IRS and in tax preparation. Whether you're preparing for retirement, managing investments, or simply looking to reduce your tax burden, this episode offers practical strategies to help you keep more of what you earn. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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