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Client Newsletter

Mar 7, 2026 | Tax Planning | 0 comments

Insights & Updates

Inherited IRAs come with specific rules which, if not followed, could come at a substantial cost

If you’re approaching retirement and inherit an IRA, timing your withdrawals matters more than ever. Avoid common mistakes that could accelerate taxes and reduce the legacy someone worked hard to build.

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529 Plans Demystified: Your Top Questions Answered

This FAQ-style guide breaks down how 529 savings plans work, including qualified uses, rollover options, and planning considerations for education funding.

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If you’re 65 or older, the new $6,000 deduction may lower your taxable income

Seniors and those approaching 65 should be aware of a new federal deduction that can meaningfully lower taxable income and boost refunds.

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Looking at 2026: How Recent Tax Law Updates Affect Charitable Giving

Significant updates to charitable deduction rules could affect your tax picture next year—from new non-itemizer benefits to limits on itemized charitable gifts.

Tax Preparation Is Step One. Tax Planning Is Step Two.

While the articles above highlight important changes, meaningful tax savings often come from proactive planning, not just tax preparation. After April 15, our team shifts focus to strategic planning engagements designed to help you make informed decisions for the remainder of the year. 

If you believe any of these changes may impact you, we invite you to contact us to schedule a planning conversation after tax season.

SafeSend Resources

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Ampersand header image courtesy of John Weber