For high-income earners, taxes involve more than filing on time and claiming common deductions. With wages, equity compensation, investment income, and business ownership in the mix, all your financial planning choices come with higher stakes. The passage of OBBBA on July 4, 2025, added another layer, changing deductions and benefits that affect both individuals and businesses. Strategic tax planning allows you to manage these moving parts with confidence and avoid surprises when tax season arrives.

As the year begins to wind down, now is the perfect time to take stock of your finances so you can make strategic moves that reduce your tax liability - or could even turn a potential payment into a refund. The single most powerful way to optimize your financial outlook and set yourself up for success in the coming year is to invest in proactive year-end tax planning, alongside decorating and getting ready for the holidays. If you want to make sure you're prepared before tax season hits, here's a closer look at how to meet your goals.