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Tax planning includes making informed decisions that support your financial goals. Weaver’s 2026 Year-End Tax Planning Insight Hub brings together timely guidance, strategic insights and planning considerations for businesses, individuals and investors as they prepare for year-end and beyond.
2026 Year-End Webinars | Insights & Resources | 2025 Webinars | OBBBA Webinars | Tax Services
2026 Year-End Webinars
Year-End Tax Planning: Opportunities for Individuals and Businesses
Many of the most valuable tax planning tactics must be evaluated before December 31. Proactive planning now can help uncover opportunities before the year closes. Join Weaver’s tax professionals for a two-part webinar series designed to help individuals and businesses navigate today’s tax landscape and identify actions to consider before the close of the year.
Session 1: Individuals
Explore high-net-worth tax strategies, estimated tax payments, investment and wealth planning, and estate and wealth transfer considerations to evaluate before year-end.
Session 2: Businesses
Review key federal tax developments, estimated tax payment considerations and business investment and tax planning opportunities to help position your organization for the year ahead.
Energy Tax Update: Tax Incentives, Credits and Key Changes
Join Weaver to explore recent energy tax changes, overlooked opportunities and key federal, sales, property and severance tax considerations.
Real Estate Tax Update: Strategies for Owners and Investors
Join Weaver to explore 1031 exchanges, DSTs, QOZs and other real estate tax strategies to consider before year-end.
Insights & Resources
Federal Tax- The Tax Navigator – Supreme Court Tariff Reversal and Corporate AMT Updates
- Individual Tax Provisions: Federal Tax Law Updates
- Treasury and IRS to End Paper Checks: What Taxpayers Need to Know
- Understanding the Net Investment Income Tax (NIIT): What Investors Need to Know
- Tax Court Clarifies Inclusion of FLP Assets in Estate Tax Calculations
- U.S. Tax Court Rules That Limited Partners Must Pay Self-Employment Tax on Partnership Income
- Section 266 Planning for Section 163(j) Limited Clients
- IRC 1061 and Applicable Partnership Interests: Know the Tax Impacts
- Management Fee Waivers and Cashless Contributions
- Understanding Taxation and the Treatment of Interest on Convertible Notes
- OBBBA One Year Later: Key Tax Developments and Planning Considerations
- The Tax Navigator – Notice 2026‑16: Qualified Production Property and Bonus Depreciation Rules
- OBBBA Expands Depreciation and Production Incentives
- Texas Franchise Tax Conformity, OBBBA International Updates and Fifth Circuit Rulings: Tax News Brief
- Navigating Tangible Property Regulations and Capital Expenditures
- The Role of Basis Allocation in Enhancing Real Estate Value
- Considerations for Real Estate: Electing Real Property Trade or Business
- The Tax Impact of Dealer vs. Investor Status in Real Estate
- Business & International Tax Changes: OBBBA One Year Later | Webinar
- Reevaluating Your Global Tax Structure: What to Consider Under the OBBBA | Podcast
- Cross-Border Growth: Structuring & Tax Planning for C-Corps | Podcast
- Transfer Pricing, Tariffs and Royalties | Podcast
- 2025 Global Transfer Pricing Updates: OECD Amount B and Important Country Updates
- How Executives Can Increase Their Bottom Line and Reduce Risk through Strategic Transfer Pricing
- Tariffs, Tax and Trade: Executive Strategies to Bridge the Gap
- Top Five Impacts of Tariffs on Business Tax Returns and What to Do About It
- States Are Taxing Tariffs: Is Your Business at Risk?
- Motor Fuels Tax Minute Episode 116: FTA Conference Preview on Motor Fuel Tax Workforce Trends, Audits and Refunds
- IRS Issues Guidance on Dyed Fuel Tax Refunds: Are You Eligible?
- Off-Highway Fuel Use Credits — Overlooked or Overpaid?
- Off-Highway Fuel Use Credits — My Vehicle Qualifies … Now What?
- Off-Highway Fuel Use Credits — IRS Rejects Dual-Use Single Engines While States Take a Mixed View
- Off-Highway Fuel Use Credits — IRS Offers Stationary Shelter Exception
- Off-Highway Fuel Use Credits — Qualifying a Chassis as Mobile Machinery
- Off-Highway Fuel Use Credits: Qualifying a Vehicle Without a Chassis
- Individual Provisions and Updates | Webinar
- Individual Tax Provisions: Federal Tax Law Updates
- Estate Planning for Business Owners: Managing Liquidity, Taxes and Succession
- Capital Gains Tax Exclusion on Sale of Primary Residence
- Understanding Health Savings Account Contributions and Distributions
- Making SEP-IRAs Work: A Practical Guide for S Corporations
- The Augusta Rule: Tax Benefits for Homeowners Renting Their Property
- Maximize Tax Benefits by Using the Short-Term Rental Strategy
- State and Local Tax Impacts: Federal Tax Law Updates
- Louisiana and Texas Severance Tax Legislation Changes: What You Need to Know
- State Taxation of Single Member Limited Liability Companies
- State Withholding vs. Composite Filing: What’s the Difference?
- Understanding State Tax for EV Charging Stations
- A Practical Guide to Texas Severance Tax Exemptions for Oil & Gas Operators
- Colorado Severance Tax: Filing Requirements for Royalty Owners and Oil and Gas Operators
- Revamped QSBS Rules Offer Major Opportunities for Investment Funds under the One Big Beautiful Bill Act
- New Guidance for 45Z Clean Fuel Production Credit from the U.S. Treasury and IRS
- Is Your Clean Fuel Creditworthy: 5 Key Considerations for 45Z Production Credits
- OBBBA Updates to Section 174 and R&D Credit: Key Tax Changes for 2025
- R&E Tax Relief: How the One Big Beautiful Bill Act Impacts Section 174A
- The IRS Strikes Down Another Research Credit Claim
- Unlocking Savings: Expansion of Wyoming Sales & Use Tax Exemptions for Manufacturing
- Is Your Company Considering an Up-C? Prepare for ASC 740 Complexity
- CAMT and ASC 740: Expanding Financial Reporting and Disclosure Implications
- Don’t Be Caught Off Guard: Key Accounting, Tax and SEC Updates
- Accounting Essentials for a Successful Year-End Close
- Bracing for Change: Preparing for New Tax and Accounting Requirements in 2025
- Simplifying Business Combinations: A Quick Guide to ASC 805
- Crypto, AI and Tax Disclosure Changes: Preparing for What’s Ahead
- New Measures Related to Crypto Assets
- Tax Rules and Digital Assets: What’s Changing
- Tax Implications for Selling Oil and Gas Properties
- General Tax Reporting Requirements for Investment Funds
- How Related Party Transactions and Loans Can Trigger IRS Scrutiny
- Partner Loans in Real Estate Partnerships: Navigating Accrued Interest and Tax Implications
2025 Year-End Tax Planning Series
Individual Provisions and Updates
This session unpacks several individual tax provisions that are now permanent and also covers new deductions we see reshaping estate planning for high-net-worth individuals and families.
Business Provisions and Updates
This on-demand session highlights the most impactful business provisions and explores how these updates create new opportunities and more.
State and Local Tax Updates
This on-demand session unpacks the expanded SALT deduction cap, explores limitations tied to passthrough strategies and examines the broader implications for taxpayers in high-tax states.
OBBBA Webinars
One Big Beautiful Bill Act Webinar Series
Business Provisions in One Big Beautiful Bill Act
The One Big Beautiful Bill Act introduces major revisions for U.S. businesses operating at home and abroad.
Deep Dive: R&D Credits and Fixed Assets
The One Big Beautiful Bill Act delivers major wins for capital-intensive industries — restoring 100% bonus depreciation and permanently restoring the full expensing of Domestic Research and Experimental Expenses (R&E).
Deep Dive: Energy Credits
The One Big Beautiful Bill Act accelerates the phase-out of several key clean energy incentives, disrupting tax strategies that relied on the Inflation Reduction Act.
Individual & Estate Provisions in One Big Beautiful Bill Act
The One Big Beautiful Bill Act makes several individual tax provisions permanent while introducing new deductions and reshaping estate planning for high-net-worth individuals and families.
Deep Dive: State and Local Taxes
The tax landscape has shifted with the One Big Beautiful Bill Act, and with new the legislation comes changes to individual and business provisions, as well as credits and incentives available to business owners.
Tax Services
Plan for Year-End and What Comes Next
Tax developments can create new considerations and opportunities depending on your business, investments and individual circumstances. Weaver’s tax professionals can help you evaluate how the latest changes affect your tax position and identify planning opportunities for year-end and beyond. Contact us to discuss your 2026 tax planning priorities.
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