Ten Tax Mitigation Strategies to Review in 2026
The 2026 Tax Mitigation Strategies guide provides a one-page overview of planning concepts that may be relevant to business owners, investors, and advisors. Topics include valuation planning, energy investments, cash balance plans, deferred sales strategies, opportunity zones and 1031 exchanges, cost segregation and bonus depreciation, private placement life insurance, captive insurance, conservation easement planning, and solar tax credits.
Each strategy has distinct eligibility requirements, risks, timelines, and tax consequences. This guide is intended as an educational starting point only and should not be used as tax, legal, accounting, investment, regulatory, or securities advice. Review each strategy with qualified professionals and confirm that all tax-code references, benefit statements, and disclosures are current before taking action.
