DOWNLOAD The FREE 2026 Tax Reference Guide 👉
He walks through how tax brackets actually work, clearing up the common misconception that all of your income is taxed at your highest rate.
You’ll learn the updated 2026 standard deduction amounts for single filers and married couples, along with why personal exemptions are permanently gone under current tax law.
Toby also explains the “stacking” or bucket system so you can see exactly how taxable income flows through each bracket. Real-world examples make it easy to understand how much you truly owe and how to avoid overpaying the IRS.
Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here:
Show Notes:
0:00 2026 tax brackets
1:24 How tax brackets REALLY work (the “bucket” system)
5:53 Stacking explained: ordinary income vs long-term capital gains
7:52 Step 1 (Earn): what counts as gross income
8:54 Step 2 (Adjust): retirement + HSA + other above-the-line items (AGI)
11:14 Step 3 (Deduct): standard vs itemized deductions
18:41 Example #1: Single filer ($70k wages + $10k LTCG)
22:14 Calculating ordinary tax + capital gains tax together
25:23 Example #2: Married filing jointly ($200k wages + $50k LTCG)
28:05 Standard deduction → taxable income
34:04 The key takeaway + free 2026 tax cheat sheet
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at
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The information provided in this video should not be construed or relied on as financial, investment, or legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#taxbrackets #taxdeductions #taxstrategy #2026taxes
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By: Toby Mathis Esq | Tax Planning & Asset Protection
Title: 2026 Tax Brackets: Here''s How You Should Start Planning NOW
Sourced From: www.youtube.com/watch?v=pUqF0N0dDEs
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