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2026 Tax Planning Starts Now: Key Dates & Strategies from Our Expert Webinar

Written by Marketing | Dec 8, 2025 6:33:31 PM

As the calendar winds down, the tax clock is already ticking for 2026 — and the smartest move you can make right now is tuning into our latest webinar. 

Hosted by BELAY’s VP of Accounting Services, Brooke Cecil, alongside CPA Stephen Jarvis, this session is packed with straight-talking strategies and crucial dates that every business owner, advisor, and taxpayer should lock in now.

From the jump, Brooke and Stephen cut through the clutter. 

 

No dense tax code reading. No abstract theory. Just clear, actionable insight into what matters most — timing, strategy, and proactive planning. 

If you’ve ever found yourself scrambling to meet a deadline or wondering if your estimated payments are on track, this video is your early warning system and strategic roadmap in one.

One of the biggest takeaways? Don’t wait until December 31 to wrap up your year-end tax planning. Set your internal deadline to December 15, a simple shift that could save you massive stress and missed opportunities.

And that’s just the beginning. 

The webinar details every critical filing and payment deadline from January 2026 through January 2027, and flags exactly what should happen before each date. 

Whether it’s getting your W2s and 1099s squared away by January 31 or making sure your Q1 estimated payments are in by April 15, this session doesn’t just tell you when. It tells you why it matters, and what could happen if you drop the ball.

Stephen’s practical tips — like ending your quarterly tax payments with the quarter number to avoid IRS misapplication — are the kind of pro hacks that could only come from someone who’s spent years inside the system. 

And as Brooke points out, this is exactly why fractional accounting support isn’t just convenient. It’s essential for business owners looking to stay ahead, not catch up.

If you’re a business owner, financial advisor, or even just someone determined to make tax season smoother in 2026, this is a must-watch. Plus, we’re including the resource they offered for easy download here.

Key Takeaways from the Webinar:

  • Why December 15 should be your real year-end tax planning deadline
  • Key 2026 dates for estimated payments, filings, and extensions
  • The IRS “safe harbor” rules, and how to avoid underpayment penalties
  • How to prep W2s, 1099s, and K1s to stay compliant
  • Smart timing for Roth conversions, charitable giving, and QCDs
  • Best practices for business owners filing as partnerships or S corps
  • How to use calendar reminders and proactive communication to stay on track
  • Why filing extensions buys time but not payment flexibility
  • The value of accurate books and clean coding to maximize deductions
  • How fractional accounting support can help you stay ahead

At BELAY, we believe that tax planning shouldn't be a seasonal scramble. It should be a strategic advantage. 

This webinar is your starting point for making smarter, calmer, and more confident financial decisions in 2026. Don’t just mark the dates. Own them. 

Watch the webinar, grab the guide, and let’s move into the new year with clarity and control.