2026 Tax Planning Starts Now: How Today’s Decisions Shape Tomorrow’s Tax Bill

In this forward-looking episode of The Lyon Share Podcast, Ed Lyon shifts the conversation away from last-minute tax panic and toward proactive planning for 2026 taxes — long before most people even start thinking about them.

With the Big Beautiful Bill now settled, bonus depreciation restored, and tax certainty extended, Ed explains why January 2026 is the real starting line for smart tax planning. This episode focuses on aligning tax strategy with financial goals, navigating economic uncertainty, and preparing for multiple market scenarios without fear or guesswork.

If you want to stop reacting to taxes and start controlling them, this episode lays the foundation.

Ed explains why waiting until Q4 is the biggest mistake taxpayers make and how early decisions ripple into future tax bills.

Tax planning should support your life goals — retirement, growth, investing, or legacy — not dictate them.

What the extension of the 2017 Tax Cuts and Jobs Act means for:

• Bonus depreciation

• Standard deductions

• Section 1202 (Qualified Small Business Stock)

• Planning certainty through 2026

How potential scenarios affect tax decisions:

• AI market bubble vs. slow deflation

• Stock market pullbacks

• Inflation resurgence

• Real estate corrections

• Interest rate shifts

Why downturns can create powerful Roth conversion opportunities — and when waiting may be smarter.

Instead of guessing the economy, Ed explains how to prepare for multiple outcomes with flexible tax strategies.

• Taxes should never be planned in isolation

• Early-year planning creates better options later

• Market volatility can create tax opportunities

• Roth strategies depend on timing, valuation, and income

• Certainty beats speculation

• Abundance thinking leads to better financial decisions

“Tax planning doesn’t start with taxes — it starts with goals.”
“If you wait until December, you’re asking for a miracle instead of a plan.”
“My job isn’t to help people pay less tax — it’s to help them reach their goals with minimal tax interference.”
“There’s an ocean of money out there. You can approach it with a teaspoon or a bucket.”

• Business owners planning for growth or exit

• Investors concerned about market volatility

• Professionals considering Roth conversions

• Anyone tired of last-minute tax scrambling

• Listeners who want control instead of reaction

This episode isn’t about hacks or loopholes. It’s about:

• Thinking ahead

• Understanding consequences

• Making decisions early

• Letting taxes follow strategy — not fear

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Key Topics CoveredWhy 2026 tax planning starts in January — not DecemberTaxes follow goals, not the other way aroundThe impact of the Big Beautiful BillEconomic uncertainty and tax strategyRoth conversions and market timingWhy scenario planning beats predictionKey TakeawaysMemorable QuotesWho This Episode Is ForEpisode Focus: Practical Planning, Not PanicConnect & Subscribe