Sep 25, 2026 · 18 min · 11 segments
This week on Wealthyist, Kent Haleen sits down with Jenny Jesse, manager of Annex’s financial planning team and lead author of the firm’s year-end guide, Turning the Page on 2026. Jenny traces her…
so jenny writing this tax guide naturally that's not the only thing that we do and it's also just a small portion of the overall planning so when you're taking into effect the financial plan the investments the tax plan the estate plan this is a piece of that But all of this ties together.
So when we're looking at what we're doing tax planning throughout the year, we're also going to look at investments.
Where are we pulling that for donor advised funds or QCDs? When we're looking at the tax plan, how does that tie into the overall estate plan? And then additionally, when you're talking about some of the things that we're going to bring up here in the podcast, when you're looking at the tax plan, we're also tying that back to the financial plan.
And not only what's happening this year, but for the next five years, for the next 10 years and 20 years from now.
So it's almost as if we're creating a mock-up of a client's 2026 tax picture, projecting out all of their income to determine what exactly is the landscape for this year and what kind of opportunities are presenting themselves.
so jenny writing this tax guide naturally that's not the only thing that we do and it's also just a small portion of the overall planning so when you're taking into effect the financial plan the investments the tax plan the estate plan this is a piece of that But all of this ties together.
So when we're looking at what we're doing tax planning throughout the year, we're also going to look at investments.
Where are we pulling that for donor advised funds or QCDs? When we're looking at the tax plan, how does that tie into the overall estate plan? And then additionally, when you're talking about some of the things that we're going to bring up here in the podcast, when you're looking at the tax plan, we're also tying that back to the financial plan.
And not only what's happening this year, but for the next five years, for the next 10 years and 20 years from now.
So it's almost as if we're creating a mock-up of a client's 2026 tax picture, projecting out all of their income to determine what exactly is the landscape for this year and what kind of opportunities are presenting themselves.
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