Your 2026 Tax Playbook: Key Changes and What to Consider Now

About This Webinar

With tax season top of mind, it’s a natural time to start thinking ahead, especially since the most effective tax planning happens proactively, not just at filing time.

Join Cassaday & Co., Director of Tax Strategies Leighton Regis, Esq., LL.M., for a webinar on recent tax law changes and how they could impact your 2026 tax strategy.

What You’ll Learn

This session provides a clear understanding of what has changed and outlines actionable strategies you can implement now to potentially reduce your year-end tax liability. Topics to be discussed include:

• Estate & Gift Tax — Permanent exemption increases and updated annual gift exclusion limits
• State and Local Tax (SALT) & Standard Deductions — What higher deduction caps mean for itemizers and seniors
• Charitable Giving — New rules for both itemizers and non-itemizers
• Business Tax Updates — Bonus depreciation restoration and the permanent QBI deduction
• Retirement & Savings — Inherited IRA rules, TRUMP Accounts, and 529 plan expansions

About the Presenter

Leighton Regis, Esq., LL.M, MBA, who goes by Regis, serves as the Director of Tax Strategies at Cassaday & Company, a role he has held since July 2025. With more than a decade of experience in the tax law industry, he provides clients with sophisticated legal insight and strategic planning designed to enhance long-term financial planning.  To learn more about Regis, click here.