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Tax Planning in 2026
In 2026, the latest tax law changes are beginning to affect nearly every taxpayer. Scheduling a strategic meeting with out team to review your unique situation, ensures you’re positioned for the best possible tax outcomes moving forward.
Key Tax Law Changes from 2025 Which May Apply to You
1. Senior Tax Deduction
A new, temporary deduction for seniors aged 65 and older allows a $6,000 deduction per qualified individual beginning in 2025. This phases out at higher income levels—applicable only to taxpayers with a MAGI under $75,000 ($150,000 for joint filers).
2. State and Local Tax (SALT) Deduction
The OBBBA introduces new limits, initially capping SALT deductions at $40,000 starting in 2025, with minor annual increases. In 2030, the cap reverts to $10,000.
3. Bonus Depreciation
Applies to tangible property with a recovery period of 20 years or less. The OBBBA restores 100% bonus depreciation after January 19, 2025.
Why a Tax Review Matters
With these and other changes taking effect, a year-end tax review helps ensure you take advantage of every available deduction and avoid surprises when filing your 2025 return.
Appointments fill quickly—schedule now to secure your preferred time and get personalized guidance tailored to your financial goals.