“2026 Phaseouts are Out—Here's your Cheat Sheet” To get my complete article with all the details… The inflation adjustments are out. The phaseout thresholds have shifted. And if you're advising clients—or making your own year-end decisions—you need the right numbers at your fingertips. We've compiled the most commonly used 2026 phaseouts into one clean, … [Read more...]
One missed form. $1.5 million in estate taxes
“One Missed Form.$1.5 Million in Estate Taxes” To get my complete article with all the details… The estate exemption is $15 million. No estate tax is owed. So no filing is needed, right? Wrong. If you want your surviving spouse to inherit your unused exemption, someone has to file Form 706 and make the portability election—even when the estate is well under the … [Read more...]
Repair or capital improvement? The answer isn’t obvious
“Repair or Capital Improvement?The Answer isn't Obvious” To get my complete article with all the details… The sliding glass door failed. Water damage. Collapsed frame. The whole unit had to go. Total cost to replace it: $12,000. Same brand. Same size. Same quality. No upgrade. So is it a repair you can deduct this year? Or a capital improvement you … [Read more...]
The ACA Subsidy Cliff Returns in 2026
“The ACA Subsidy CliffReturns in 2026” To get my complete article with all the details… If you’ve been carefully managing income to qualify for ACA premium subsidies, the rules just changed. The safety net that softened income miscalculations is gone. Here are three reasons this matters: This change hits early retirees, self-employed business owners, and … [Read more...]
Download Your 2026 IRS Key Contact Information & Helpful Links Guide
“When You Need theIRS Fast, Use This” To get my complete article with all the details… Trying to reach the IRS when you’re on a deadline can feel like a test of patience—wrong numbers, broken links, endless menus. To save you the frustration, we put together a one-page 2026 IRS Key Contact Information & Helpful Links Guide that keeps the most important phone … [Read more...]