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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.

Good news for taxpayers! The OBBBA has introduced significant improvements to Health Savings Account (HSA) eligibility and adoption tax benefits. These changes allow more people to qualify for HSA contributions and make adoption more affordable for many families.

The IRS has announced the annual cost-of-living adjustments to retirement contribution limits for 2026. While these increases are modest, they provide additional opportunities for retirement savers to set aside funds for their future.

If you’ve been thinking about buying a new car or live in a high-tax state, there’s major tax relief coming your way through the One Big Beautiful Bill Act. This comprehensive law creates new deductions for auto loan interest, increases standard deduction amounts, and temporarily raises the SALT deduction cap from $10,000 to $40,000—but these benefits won’t last forever.