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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.

Tax season is almost here, and this year brings some important updates you will not want to miss. From adjusted Tax Organizer release dates driven by new 2025 tax legislation to a streamlined new SafeSend One Client Portal, we have been busy making your experience more seamless than ever. Read on to find out what to expect, when to expect it, and how to make this your most #LessTaxing tax season yet.

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.

New tax rules, a major shift in how the IRS issues refunds, and an important reminder for S corp shareholders — this issue covers what you need to know right now. From a new auto loan interest deduction to mandatory direct deposit for tax refunds and critical W-2 reporting requirements for health insurance premiums, there’s something here for nearly every taxpayer.