Inner Circle Workshop - Tax Planning and Preperation
Автор: Fiat Wealth Management
Загружено: 2026-02-19
Просмотров: 63
Описание:
In this Inner Circle Workshop, Brad Gotto, CEO of Fiat Wealth Management, and Carly Carlson, CEO of Fiat Tax, break down the most important tax law changes impacting 2026 and beyond.
Topics covered in this full workshop recording include:
• The temporary increase to the SALT deduction cap
• Income phaseouts and how they affect deductions and credits
• The new car loan interest deduction for qualifying vehicles
• Roth IRA tax-free withdrawal rules and planning considerations
• Filing extensions versus tax payment deadlines
• Why most tax planning decisions must happen before December 31
Recent federal tax legislation has introduced both opportunities and limitations. Understanding how these changes affect adjusted gross income, itemized deductions, retirement accounts, and capital gains planning is critical for individuals, retirees, and business owners.
If you are looking for clarity around 2026 tax planning, this workshop provides a practical overview of what changed and what to consider before year-end.
Learn more at www.fiatwm.com
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