January is an ideal time to do tax planning for income in 2026. Where to begin? Start with these numbers related to withholding, estimated taxes, and retirement savings.

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know in 2026.

The most pressing tax law developments of the past month.

Discover bunching deductions, a tax planning strategy that can help reduce tax liability. Learn the essentials for effective ...

This article highlights five practical considerations designed to support your efforts to interpret the OB3’s impact and help ...

With the provisions of the 2017 Tax Cuts and Jobs Act slated to sunset at the end of next year, tax planning today looks suspiciously similar to what it was at the end of 2010, when the Bush tax cuts ...

Debbie Taylor, the recently appointed chief tax strategist at Carson Group, has seen the benefit of offering tax strategy and services at her wealth management firm for more than two decades. Her ...

The latest stock market downturn could offer the chance for tax planning, according to financial advisors. Investors could consider tax-loss harvesting, which can help offset gains with losses. You ...

With the federal estate tax exemption at historically high levels, most family farms are no longer at risk of paying federal ...

Many investors don't plan for future taxes when funneling money into pre-tax 401(k) plans and traditional individual retirement accounts. But as balances grow, "your IRA is an IOU to the IRS," said ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...