Explore the biggest tax planning changes of 2026, the One Big Beautiful Act, Roth conversion pitfalls, and how AI is reshaping wealth management, with Wealth.com Senior Tax Strategist Shane Ball.

00:00 Introduction

08:28 The Role of Technology in Tax Planning

17:08 Common Tax Mistakes and Best Practices

17:56 Navigating State and Federal Tax Provisions

18:28 Understanding Roth Conversions

25:09 Integrating Estate and Tax Planning

27:17 The Future of Tax Policy

31:46 Investment Trends and Insights

34:24 Trend or Fad?

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