Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026
Thu Feb 05 2026
FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changes
Tax planning just went from "nice to have" to absolutely non-negotiable for inheritors.
Here's why:
Trump's One Big Beautiful Bill Act changed the game in 2026.
The $15M estate tax exemption is now "permanent."
The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state.
There are new floors on charitable deductions.
And once your income crosses $500K, phase-outs start kicking in that could cost you serious money if you're not planning ahead.
In this episode, I walk you through the biggest changes you need to understand and explain why you need to be thinking about taxes year-round, not just in April.
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changes Tax planning just went from "nice to have" to absolutely non-negotiable for inheritors. Here's why: Trump's One Big Beautiful Bill Act changed the game in 2026. The $15M estate tax exemption is now "permanent." The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state. There are new floors on charitable deductions. And once your income crosses $500K, phase-outs start kicking in that could cost you serious money if you're not planning ahead. In this episode, I walk you through the biggest changes you need to understand and explain why you need to be thinking about taxes year-round, not just in April. Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.