Inherited IRAs, 529 plans, a new deduction for seniors, and charitable giving updates—here’s what to know and how planning can help.

Also included are tips for setting up and easily accessing your Client Portal, as well as a step-by-step guide to navigating your Gather Request.

The United States Postal Service has modernized how postmarks are applied to mail—and this change affects anyone who mails time-sensitive documents, including tax returns, estimated payments, voting ballots, and other deadline-driven correspondence. Under the new system, which took effect December 24, 2025, postmarks no longer reflect the date you drop off your mail. Instead, the postmark date is the day your envelope is first processed by an automated sorting machine—which could be one or more days after you mail it.

As we head into 2026, several significant tax changes are taking effect that could impact your bottom line. Whether you’re driving for business, teaching in the classroom, or serving our country, these updates deserve your attention—because our goal is always to make your tax life #LessTaxing.