2026 Tax Changes: What High-Income Earners Need to Know
Автор: Bjorn Amundson, CFP® at Quarry Hill Advisors
Загружено: 2026-01-27
Просмотров: 103
Описание:
Your 2026 tax bill just got a major overhaul. Some of your favorite deductions are gone, temporary changes became permanent, and if you're a high-income earner, these shifts will hit your wallet in unexpected ways.
In this video, I break down the six biggest tax changes from the "One Big Beautiful Bill Act" that actually matter to executives and business owners earning $200k+, and more importantly, what you need to do about them.
From the modified SALT cap to mandatory Roth catch-up contributions, these aren't minor tweaks, they're fundamental changes to how you should approach tax planning in 2026 and beyond.
We cover:
SALT cap expansion (and why high earners still can't use it)
Business deductions: Section 179 vs. disappearing bonus depreciation
Permanent estate tax exemption at $15M per person
Qualified Business Income deduction is here to stay
Mandatory Roth catch-up contributions for $150k+ earners
New charitable giving floors and caps
Timestamps:
(00:00) Introduction: The One Big Beautiful Bill Act
(00:57) Change #1: SALT Cap Expansion & Phase-Out
(02:34) Change #2: Business Deductions & SUV Loophole
(03:44) Change #3: Estate Tax Exemption Now Permanent
(05:20) Change #4: Qualified Business Income Deduction
(06:40) Change #5: Mandatory Roth Catch-Up Rule
(08:00) Change #6: Charitable Giving Floors & Caps
(09:25) Recap & Action Steps
I'm Bjorn Amundson, a certified financial planner with Quarry Hill Advisors, helping corporate executives, business owners, and pre-retirees navigate complex financial decisions as they approach retirement.
Need personalized guidance? Check out our website where you can schedule a complimentary financial review at quarryhilladvisors.com
#taxplanning #2026taxchanges #highincomeearners #estateplanning lanning #businessdeductions #rothira #financialplanning
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