5 Ways to Optimize 2026 Planning for High-Net-Worth Clients

Feb 17, 2026 / By Debra Taylor, CPA/PFS, JD, CDFA
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New tax laws create opportunities for high-net-worth clients. But the provisions have wrinkles that also raise the cost of missteps. Here are five ways to help your HNW clients take advantage of the opportunities, while avoiding costly mistakes.

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