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Tax planning12 min read
One Big Beautiful Bill Tax Changes: 2026 Client Planning Guide
The OBBBA made most 2017 cuts permanent, added tips, overtime and senior deductions through 2028, raised the SALT cap and limited itemized deductions from 2026.
Brian Davis, CPA, CFE · October 11, 2026
Tax planning12 min read
Year-End Tax Planning Checklist 2026: Deadlines, Limits and OBBBA
Confirm December 31 moves, the January 15, 2027 estimate and the April 15, 2027 IRA and HSA deadline, using 2026 limits and the new OBBBA charitable and SALT rules.
Brian Davis, CPA, CFE · October 11, 2026