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tax law

New Tax Law Changes Effective in 2027

Several tax provisions are set to change in 2027 including the potential expiration of TCJA provisions. Here is what taxpayers should watch for and plan around.

3 min readtax law
social security

Social Security Optimization: When to Claim

Claiming Social Security at 62, 67, or 70 dramatically changes your benefit amount and tax exposure. Learn how claiming age affects both your income and tax bracket.

3 min readsocial security
bracket creep

Tax Bracket Creep: How Inflation Affects Your Taxes

The IRS adjusts tax brackets annually for inflation, but wage growth can still push you into higher brackets. Learn how bracket creep works and strategies to manage its impact on your taxes.

3 min readbracket creep
amended return

Amended Returns: When and How to File Form 1040-X

Found a mistake on a filed return? Form 1040-X lets you correct errors and claim missed deductions. You have three years from the original filing date to amend.

3 min readamended return
preparation

Get Ready for Tax Season 2027: December Checklist

Tax season starts in January. Use this December checklist to organize documents, verify withholding, and set yourself up for a smooth filing experience.

3 min readpreparation
marriage

Tax Planning for Newlyweds: First Year Tips

Getting married changes your tax situation significantly. From filing status to withholding adjustments, here is what newlyweds need to know.

3 min readmarriage
NIIT

Net Investment Income Tax: The 3.8% Surtax

The 3.8% Net Investment Income Tax applies to individuals with modified AGI over $200,000 single or $250,000 married. Learn what income counts and strategies to minimize this surtax.

3 min readNIIT
SALT

SALT Deduction Cap: How It Affects Your Taxes

The $10,000 SALT deduction cap limits how much state and local taxes you can write off on federal returns. Learn workarounds including pass-through entity elections available in many states.

3 min readSALT
teacher

Tax Guide for Teachers: Educator Expense Deduction

Teachers can deduct up to $300 in unreimbursed classroom expenses without itemizing. Learn which supplies qualify, how to claim the deduction, and additional credits available.

3 min readteacher
RMD

Required Minimum Distributions (RMDs) 2026

Starting at age 73, you must take required minimum distributions from retirement accounts. Missing the deadline triggers a 25% penalty. Here is what you need to know.

3 min readRMD
statute of limitations

Tax Statute of Limitations: IRS Audit Time Limits

The IRS generally has three years to audit your return and ten years to collect taxes owed. Certain situations extend these limits. Know your rights and timelines.

3 min readstatute of limitations
inherited IRA

Inherited IRA Rules 2026: The 10-Year Rule

Non-spouse beneficiaries must empty inherited IRAs within 10 years under current rules. Annual RMDs may also apply. Understand the distribution requirements to avoid penalties.

3 min readinherited IRA

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