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Why the Recent Federal Tax Legislation Makes Proactive Tax Planning More Important Than Ever

Jan 18, 2026 | Big Beautiful Bill, Blog, Estate Planning, Newsletter, Small Business

Written By Steven J. Pope

Periods of tax law change increase uncertainty, and uncertainty is exactly when proactive tax planning delivers the most value. Waiting until filing season often limits options and turns planning into damage control.

Proactive planning allows individuals and businesses to respond to changes intentionally rather than reactively. This includes adjusting income timing, restructuring transactions, revisiting deductions, and aligning financial decisions with current law rather than outdated assumptions.

Even when legislation is still being interpreted or clarified, early conversations help identify risk areas and planning opportunities.

Why proactive planning matters

  • Fewer surprises at filing time
  • Better cash flow management
  • Increased confidence in financial decisions
  • More control over long-term tax outcomes

Tax planning is no longer a once-a-year activity. In a changing tax environment, it is an ongoing process.

Written By Steven J. Pope

Steven J. Pope, CPA, is the principal and lead tax advisor at SJP Tax Services, a Wisconsin-based accounting and tax firm serving individuals and small to medium-sized businesses throughout the Milwaukee area and surrounding communities. With over 20 years of combined experience in accounting, bookkeeping, tax, and business services, Steve brings a practical, client-focused approach to navigating complex tax and financial matters. Steve specializes in individual and business tax preparation, proactive tax planning, audit counseling and representation, and small business advisory services. His experience spans closely held businesses, real estate professionals, trusts and estates, and individuals with complex tax situations. He has extensive expertise in areas such as IRS and state audit response, 1031 exchanges, cancellation of debt issues, and the tax rules governing passive activities and real estate professionals. Throughout his career, Steve has emphasized proactive planning rather than reactive compliance. He works closely with clients year-round to identify opportunities to minimize tax liability, manage risk, and support long-term financial stability. Clients value his responsiveness, clarity, and ability to explain complex tax concepts in straightforward terms. Steve is committed to building long-term relationships based on trust, accuracy, and personalized service. Whether meeting clients in the office, at their place of business, or remotely using secure technology, his goal is to meet clients where they are and provide guidance that supports informed financial decisions.

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