By JACKSON KEENAN, CFP®  In a recent blog, I explored charitable giving strategies and how they impact your taxes. For this installment, I would like to review two large tax changes coming in 2026. A quick reminder of the 2025 … Read More

By JACKSON KEENAN, CFP®  End-of-Year Tax Planning For most Americans, the tax filing deadline for 2025 is Wednesday, April 16, 2026. However, for high-net-worth individuals, effective tax planning begins much earlier. Consider December 31, 2025, as your real deadline to … Read More

Key Takeaways RMDs Pushed Out The age to begin Required Minimum Distributions increases to 73 now and 75 starting in 2033, allowing retirees more time for tax-deferred growth. Lower Penalties for Missed RMDs The prior 50% penalty for failing to … Read More