2026 PLANNING NOTES

Year-end decisions, in charts.

Short notes for CPAs and their clients on 2026 events that pair with a charitable gift of property.

Trent Ericson, CPALegacy CPAsAdvises business owners and professionals on multi-year tax planning, with a focus on retirement conversions and capital gain events.

ROTH CONVERSIONS Converting to a Roth in 2026? Pair it with a gift that heals. How conversion income moves your brackets and your charitable ceiling, and what a deduction can’t change.

$768,700where the 37% bracket starts for joint filers in 2026

Read the note · 4 min → QOZ GAINS Your Opportunity Zone deferral ends this year. What happens to deferred gains on December 31, the step-ups by investment year, and where a deduction helps.

Dec 31deferred QOZ gains are recognized

Read the note · 4 min →

Dec 10The 2026 initiative closes

Dec 31Conversions completed; QOZ gains recognized

Apr 15, 20272026 return and balance due

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Important information

This page is for general information only and is not tax, legal or investment advice. Participation is offered only through the Private Placement Memorandum and related documents of Meridian Wound Care, LLC, under Rule 506(c) of Regulation D, and is limited to accredited investors whose status is verified. Any tax benefit depends on your individual facts, is calculated and documented by Meridian Wound Care, and may be challenged by the IRS. No outcome is guaranteed. Review all materials with your own tax advisor. GivingRx is compensated because of its relationship with ABL Medical, the maker of SilvrSTAT. GivingRx is not compensated for involvement in a tax, legal, or investment strategy. Full disclosures