2026 Third Quarter Tax Update: What Individuals and Business Owners Should Be Watching
As we enter the final quarter of 2026, taxpayers have an increasingly important opportunity to review their financial picture before year-end. Strong equity markets, higher
The Limits of Tax Forecasting—Human or Artificial
Tax planning often involves looking ahead. If we knew exactly what income, tax laws, interest rates, investment gains, or business results would look like next
New Roth 401(k) Catch-Up Rules for 2026: What Higher Earners Need to Know
Beginning in 2026, an important change will affect certain employees age 50 and older who make catch-up contributions to their workplace retirement plans. Under the
Government Debt, Taxes, and What It Could Mean for Your Finances
Government debt continues to rise in the United States and across many developed economies. While government borrowing may seem far removed from your annual tax
Q3 Estimated Tax Payments Are Due September 15: What You Need to Know
As summer comes to an end, an important tax deadline is approaching. The third-quarter estimated tax payment deadline for 2026 is September 15, 2026. If
Thinking About Retirement? Don’t Forget the Tax Side of the Equation
With markets performing well and bond yields remaining attractive, 2026 may have some investors taking a closer look at whether retirement is within reach. But