Name: Key Income Tax Planning Advice
Uploaded: 2025-11-11T20:10:00Z
Duration: 2 min 48 s
Description: Clients need to understand how new tax benefits work and recognize the interrelationship between their income levels and ability to maximize tax benefits, says John Nersesian, Pimco’s head of advisor education.

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Clients need to understand how new tax benefits work and recognize the interrelationship between their income levels and ability to maximize tax benefits, says John Nersesian, Pimco’s head of advisor education.

https://m.wsj.net/video/20251111/94a4cb45-ce4c-46f4-af32-7f751c5606ea/1/hls/manifest-hd-wifi.m3u8

Key Income Tax Planning Advice

So let's start first with income tax planning and some of the things that advisors can bring to their clients. Greg, you know this from our prior conversations. I'm a big believer that the value an advisor provides that end client goes beyond or in addition to the investment council they provide. Many of the strategies that we're gonna be discussing today, Greg, provide a level of alpha that doesn't necessarily come from investment performance, but maybe better financial decision-making and better financial outcomes. Let's start first with income taxes. As you know, July 4th, OB3 was signed into law and there are a lot of changes that took place. Clearly we're not gonna cover all of 'em in our conversation today, but the important thing that I want people to remember is this, some of the changes are gonna be effective in 2026. That's typically how tax legislation is enacted, we pass something during the year, it becomes effective a couple of months later at the turn of the new year, but that's not true with OB3. Many of the provisions are effective this year, including that higher standard deduction, which was made permanent $31,500 if you file a joint tax return, including the ability, which I think is very important for so many people, to take an itemized deduction of up to $40,000 on their SALT taxes.

It's a big deal 'cause it was 10,000 before, so that's-

It was capped at 10. That was a significant issue for people maybe like yourself who lived in states like New York or California or other high state income tax states where those significant tax dollars they paid for their property taxes or their state income taxes were not fully deductible on their personal tax return. They were capped at 10 grand, the number's 40 today. But like so many provisions in the code, the ability to use these deductions or other benefits are subject to a phase out at certain levels of income. So step number one or point number one I'd like to make is it's more important than ever for both investors and advisors to recognize how these tax benefits work, and to recognize, if you will, that interrelationship between their income levels and their ability to maximize their tax benefits based on these phase outs. Advisors have a significant ability to control or to manage their client's annual income. I know that, for example, I can do a Roth conversion, which increases my income. I can recognize a capital gain in my portfolio, which raises my income. Conversely, I can encourage my client to make a larger contribution to their donor-advised fund or to realize losses that would offset their realized gains. These are the kinds of activities that I think advisors wanna be having with their clients as they approach the end of the year, to make sure that they're taking full advantage of the deductions that are afforded.