Planning Ahead of 2026 Liquidity Events
As we move into 2026, many liquidity events are on the horizon. Exits, mergers, acquisitions, and private investments are happening. When this occurs, the focus quickly shifts from growth to: how can we minimize the tax impact? That’s why planning matters. Strategic Approaches For some clients, it’s about tax loss harvesting—stacking losses before a major liquidity event. For others, it’s setting things up early so opportunities like QSBS are available later. Once assets are in place, different strategies around lending, interest rates, and capital use come into play, all while avoiding unnecessary taxes. The Bigger Picture This isn’t about a single tactic. It’s about seeing what’s coming and planning early enough to keep more of your gains. When building your financial castle, the foundation starts long before the liquidity event happens. Final Thoughts Liquidity events in 2026 will bring opportunities—but also potential tax exposure if you aren’t prepared. Early planning, whether thr...