10/07/2026
If you’re earning $800,000+ a year, your biggest tax-planning opportunity may happen before you file your return.
For high-income business owners, doctors, dentists, executives, and W-2 professionals, waiting until tax season can mean certain planning opportunities are already gone.
Before December 31, proactive tax planning may involve reviewing strategies around:
• Cost segregation and depreciation
• Retirement planning
• Capital gains strategies
• Business and entity structure
• Charitable planning
• Investment-related tax strategies
• Business exit and succession planning
The key difference is timing.
Tax preparation looks at what already happened. Tax planning focuses on what can still be done before year-end.
Amit Chandel, CPA, Certified Tax Planner, Certified Tax Strategist, Certified Exit Planner, and LL.M. in Taxation, has spent 30+ years helping high-income individuals and successful business owners identify advanced tax-planning opportunities.
Every situation is different, but the 2026 year-end tax planning window is getting shorter.
If you earn $800K+ or own a business generating $1M+ in revenue, now is the time to find out which strategies may apply to you.
Schedule your Advanced Tax Planning Discovery with SWAT Advisors.