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What’s New for 2026 & Forward?
This article breaks down several important tax changes affecting high-income individuals, businesses, employers, and families. From new limits on itemized deductions and changes to employer-provided benefits, to expanded childcare credits, education savings flexibility, and upcoming deadlines for energy deductions, these updates highlight why proactive tax planning is more important than ever. Understanding how these rules work can help you avoid surprises and maximize availa
Jessie Fullinwider
Jan 64 min read


What’s Changing for 2025 Returns?
Read more for updates on what is changing in regards to 2025 tax returns
Jessie Fullinwider
Dec 29, 202513 min read


Year-end Planning Discussions
The One Big Beautiful Bill Act (OBBBA) is a major federal tax law that reshaped individual and business tax planning. It impacts charitable giving, small business deductions, SALT limits, and depreciation rules—changing not just how much you can deduct, but when and how deductions work. With new income thresholds, permanent business tax benefits, and expanded planning opportunities, smart timing and strategic structuring are now essential to maximizing tax savings under post–
Jessie Fullinwider
Dec 18, 20256 min read
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