Mesirow Advisor Highlights 2026 Year-End Tax Planning Shifts on WGN Radio
Event summary
- Mesirow Wealth Advisor Gary Pattengale discussed 2026 year-end tax planning strategies on WGN Radio's 'Your Money Matters' on September 15, 2026.
- Key topics included new charitable deduction rules, inherited IRA distribution requirements, and 529 college savings considerations.
- Pattengale emphasized September as an ideal time for proactive tax planning to impact 2026 tax outcomes.
- Mesirow highlighted its comprehensive wealth management approach integrating tax-aware strategies and long-term financial planning.
The big picture
Mesirow's public tax planning discussion underscores the growing emphasis on year-end financial strategies among wealth managers. As regulatory changes and tax code adjustments become more frequent, firms like Mesirow are positioning themselves as proactive advisors, integrating tax-aware strategies into comprehensive wealth management. The move reflects broader industry trends toward holistic financial planning, particularly for high-net-worth clients navigating complex tax landscapes.
What we're watching
- Regulatory Impact
- How new charitable deduction rules and SALT deduction limits will affect high-net-worth taxpayers' strategies.
- Client Behavior
- Whether investors will accelerate year-end tax planning activities in response to 2026-specific changes.
- Competitive Positioning
- The pace at which other wealth managers adopt similar proactive tax planning messaging.