08/20/2026
Tax season stress often starts with decisions made months earlier — not in March or April.
Our own Chris Holmes on the BE team put together a great mid-year tax planning breakdown covering what's worth bringing up with your CPA now, while there's still time to act before December 31.
For individual taxpayers, it covers estimated tax payment true-ups, capital gains and loss harvesting, Roth conversions, charitable giving strategy, and key provisions from the One Big Beautiful Bill — including the SALT deduction cap increase and the temporary deductions for tips, overtime, and auto loan interest.
For business owners, it walks through entity structure considerations now that the QBI deduction is permanent, reasonable compensation checks, retirement plan setup deadlines, the expanded Employer-Provided Child Care Credit, and timing equipment purchases around Section 179 and bonus depreciation.
The bottom line: most surprise tax bills aren't really surprises — they're transactions nobody flagged in time. A 30-minute conversation now can save a lot of stress later.
Full breakdown here: https://hubs.li/Q04tsnyd0
