E-BOOK: “Top 40 Tax Planning Opportunities for 2026” by Robert Keebler & Peter Melcher

Tax planning is constantly evolving — and the professionals who stay ahead of the changes deliver the greatest value to their clients.

With shifting legislation, updated tax thresholds, and increasingly complex planning opportunities, advisors need more than theory. They need clear, proven strategies they can apply right now.

That’s exactly what you’ll find in the 2026 Edition of The Top 40 Tax Planning Opportunities by nationally recognized tax planning experts Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) and Peter J. Melcher, MBA, J.D., LL.M.

This trusted resource provides 40 powerful tax planning strategies designed to help CPAs, financial advisors, estate planners, and tax attorneys uncover opportunities to reduce taxes, manage income more effectively, and protect client wealth.

Inside, you’ll discover practical guidance covering bracket management, income smoothing, wealth transfer strategies, trust planning, business structuring, and more—all presented in a clear, actionable format you can immediately use with clients.

What’s Updated for 2026?

The 2026 edition has been updated to reflect current tax law, updated planning assumptions, and the latest legislative developments, including:

• Updated 2026 federal income tax brackets and capital gain thresholds used throughout the planning strategies.
• Revised calculations and planning examples reflecting current tax rates, NIIT thresholds, and planning projections.
• Updated analysis of income-smoothing and bracket-management strategies based on current tax policy and projections.
• New legislative context following recent tax law developments, including ongoing implications of the Tax Cuts and Jobs Act framework.
• Refreshed charts, tables, and illustrations used to model real-world tax planning scenarios.
• Technical updates across multiple strategies to ensure the planning guidance reflects the most current rules and thresholds.

These updates ensure the strategies remain relevant, accurate, and immediately usable in today’s tax planning environment.

Here’s Why Professionals Come Back Every Year

✅ Actionable, client-ready insights
✅ Concise strategy summaries with practical examples
✅ Coverage across key planning categories including bracket management, income shifting, NIIT planning, and wealth transfer strategies
✅ Immediate delivery in searchable Adobe® PDF format
✅ A practical reference guide you’ll return to throughout the year

Make 2026 Your Most Tax-Efficient Year Yet

The most successful advisors don’t wait for tax issues to arise — they anticipate opportunities and plan ahead.

Equip yourself with proven strategies that can help reduce taxes, strengthen client relationships, and grow your practice.

🔽 Download Your Copy Today

You’ll receive instant access to a full-color, searchable PDF that can be printed, annotated, and shared across your office.