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2026 IRS Inflation Adjustments for Individual Taxpayers

2026 IRS Inflation Adjustments for Individual Taxpayers

by Naz Nasseri | Oct 29, 2025 | blog, Individual Tax

The IRS has announced the annual inflation adjustments for more than 60 tax provisions for tax year 2026. This includes updates to tax rate schedules and other tax changes, as detailed in Revenue Procedure 2025-32 : The 2026 Standard Deduction has increased and is...
How OBBBA + Roth Catch-Up Rules Are Rewriting Your 401(k) Playbook

How OBBBA + Roth Catch-Up Rules Are Rewriting Your 401(k) Playbook

by Sara Raby | Sep 30, 2025 | blog, Corporate Tax Services, Individual Tax

With the One Big Beautiful Bill Act (OBBBA) now law (as of July 4, 2025), the tax backdrop for business leaders and high-net-worth individuals just changed. While OBBBA didn’t directly rewrite 401(k) rules, it built a more stable tax regime that increases the...
How to Choose the Right Self-Employed Retirement Plan

How to Choose the Right Self-Employed Retirement Plan

by Cheryl Saroukhanoff | Jan 23, 2024 | blog, Entity Formation, Flow-Through Tax Services, Individual Tax

Being self-employed has many rewards, from choosing your own schedule to creating your own work environment. But one perk you may miss from working for a company is having an employer sponsored plan. There are several retirement plan options available for...

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