{"id":4227,"date":"2026-11-02T16:32:58","date_gmt":"2026-11-02T22:32:58","guid":{"rendered":"https:\/\/www.connerash.com\/blog\/?p=4227"},"modified":"2026-11-02T16:32:59","modified_gmt":"2026-11-02T22:32:59","slug":"year-end-tax-saving-opportunities-2","status":"publish","type":"post","link":"https:\/\/www.connerash.com\/blog\/year-end-tax-saving-opportunities-2\/","title":{"rendered":"Year-End Tax-Saving Opportunities"},"content":{"rendered":"
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\"\"<\/figure>\n<\/div>\n\n\n

As the year draws to a close, it’s time to maximize your 2026 tax deductions and other planning opportunities \u2014 including turning investment losses into a tax benefit through tax-loss harvesting. Here’s a brief checklist of moves to help reduce your tax exposure.<\/p>\n\n\n\n

TAX-LOSS HARVESTING<\/h3>\n\n\n\n

Selling under-performing investments before year’s end lets you offset realized capital gains dollar-fordollar. If losses exceed gains, deduct up to $3,000 against ordinary income and carry the remainder forward. Avoid the washsale rule: don’t repurchase a substantially identical security within 30 days, or the loss will be disallowed.<\/p>\n\n\n\n

BUSINESS EXPENSES<\/h3>\n\n\n\n

Reduce your 2026 tax bill by pre-paying certain business expenses before year’s end \u2014 renewing subscriptions or paying ahead for advertising, insurance premiums, rent, and licenses that don’t extend more than 12 months.<\/p>\n\n\n\n

EQUIPMENT<\/h3>\n\n\n\n

Repair broken equipment and put new equipment into service by year’s end. Deduct the full cost of qualified equipment up to $2,560,000 for tax year 2026, phasing out once purchases exceed $4,090,000.<\/p>\n\n\n\n

MAXIMIZE QBI DEDUCTIONS<\/h3>\n\n\n\n

Owners of S corporations, partnerships, and sole proprietorships may deduct up to 20% of qualified business income (QBI). For 2026, eligibility phases out at $201,750 for single filers and $403,550 for joint filers.<\/p>\n\n\n\n

Talk with your advisor about finding additional deductions.<\/p>\n","protected":false},"excerpt":{"rendered":"

As the year draws to a close, it’s time to maximize your 2026 tax deductions and other planning opportunities \u2014 including turning investment losses into a tax benefit through tax-loss harvesting. Here’s a brief checklist of moves to help reduce your tax exposure. TAX-LOSS HARVESTING Selling under-performing investments before year’s end lets you offset realized … <\/p>\n

Continue reading “Year-End Tax-Saving Opportunities”<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[39,231,24],"tags":[],"class_list":["post-4227","post","type-post","status-publish","format-standard","hentry","category-newletters","category-tax-savings","category-year-end-tax-planning"],"yoast_head":"\nYear-End Tax-Saving Opportunities - Conner Ash<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.connerash.com\/blog\/year-end-tax-saving-opportunities-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Year-End Tax-Saving Opportunities - Conner Ash\" \/>\n<meta property=\"og:description\" content=\"As the year draws to a close, it’s time to maximize your 2026 tax deductions and other planning opportunities \u2014 including turning investment losses into a tax benefit through tax-loss harvesting. 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