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A new federal law introduces a $40,000 SALT deduction, a major senior standard deduction increase, expanded charitable deductions, and powerful HSA upgrades. But many of these benefits come with income phaseouts and timing traps that can quietly wipe them out.
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Toby walks through what’s changing, who qualifies, and how common moves like Roth conversions, asset sales, or large withdrawals can accidentally eliminate deductions you would otherwise receive.
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You’ll also learn how charitable giving rules change in 2026, how to use donor-advised funds strategically, why HSAs become even more powerful, and which tax provisions are now permanent—including QBI, bonus depreciation, and higher estate tax exemptions.
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Show Notes / Chapters
0:00 Intro – How 2026 tax changes can cost or save you thousands
0:45 Overview of the biggest tax law updates for 2025–2026
2:00 Senior standard deduction increase (and income phaseouts)
7:00 $40,000 SALT deduction explained + timing strategies
13:00 Charitable giving rule changes in 2026
18:00 HSA upgrades: direct primary care & telehealth
22:10 Tax provisions made permanent (QBI, bonus depreciation, rates)
24:57 Estate tax exemption increases and state-level traps
26:25 Mistakes to avoid
32:05 Real-world examples and simple fixes
32:30 Final planning takeaways + next steps
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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.
#taxplanning #taxes #2026taxes
Read More
By: Toby Mathis Esq | Tax Planning & Asset Protection
Title: How Your TAXES Will CHANGE IN 2026 (Save THOUSANDS & Avoid Costly Mistakes)
Sourced From: www.youtube.com/watch?v=SMRTEe50E84
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