GRF 2026 Tax Planning Checklist – Estimating Income

Year-end planning for flow-through businesses requires a coordinated look at both the entity and owner level. From QBI and depreciation decisions to loss limitations, estimated taxes and succession planning, many of the most valuable tax-saving opportunities depend on actions taken before December 31. This video series covers key discussion areas and practical next steps to help business owners evaluate their 2026 tax position, preserve deductions and plan strategically for the year ahead.

As you plan for 2026 taxes, one key step is to begin with updated entity and owner-level income projections to identify threshold-sensitive tax issues and coordinate timing strategies across QBI, estimated taxes, NIIT, losses, charitable giving, and retirement contributions.