The end of the year offers a natural opportunity to review your finances and consider what has changed or may still need attention. Thoughtful planning across your financial life can help you maximize tax efficiency, give more effectively, and advance your goals for transferring wealth to family and others. For 2026, new tax rules introduce additional planning considerations.

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Making the Pieces Work Together

A practical look at what to consider before year-end, from taxes and retirement accounts to charitable giving and wealth transfer.

Tax Planning Under the New Rules

Tax changes now in effect for 2026 may affect some familiar planning approaches. Explore opportunities to consider before year-end and strategies that may remain valuable in the years ahead.

Maximizing the Impact of Gifts to Children and Young Adults

Planning a financial gift for a young person? The right wealth transfer vehicle can help align your gift with your objectives, support the recipient’s best interests, and preserve its after-tax value.

Scaling Philanthropic Impact with Strategic Partners

Direct giving can go a long way, but the right support may help it go even further. As year-end approaches, explore how philanthropic intermediaries can help extend your reach and advance your giving goals.

Your Bessemer advisor is here to help. Please reach out with any questions about your year-end tax planning, charitable giving strategies, wealth transfer goals, or your broader planning needs.