What Are the 2027 Tax Brackets? What the New IRS Numbers Mean for Your Year-End Plan
The IRS released the 2027 tax brackets: the 24% bracket now runs to $416,650 for couples. Here's what changed and how to use it before December 31, 2026.
Topic
Tax Planning
Proactive, multi-year tax planning for individuals, families, and business owners.
Are Credit Card Rewards Taxable? What High Earners and Business Owners Should Know for 2026
Most credit card rewards aren't taxable because the IRS treats them as discounts. Learn the exceptions: no-spend bonuses, business cards and the $2,000 1099 rule.
Should You Do a Roth Conversion Before December 31, 2026?
Roth conversions must be done by December 31 and can't be undone. See the 2026 brackets, the Medicare IRMAA lookback, the 5-year rule and who should convert.
Can You Fix an IRA Mistake Under the IRS's New Correction Program?
The IRS's new IRA correction program starts May 1, 2027 and covers four errors. See what it fixes, the $3,500 fee, and the free options to try first.
Harris County Property Taxes Went Up. How Much Can You Deduct in 2026?
How much Texas property tax you can deduct in 2026 under the $40,400 SALT cap, the phase-down above $505,000 of income, and when to pay your Harris County bill.
The U.S.–Australia Cross-Border Financial Planning Guide for 2026
Moving between the U.S. and Australia? A 2026 guide to tax residency, the tax treaty, FBAR, retirement accounts, super, PFICs, estate planning and insurance.
Year-End Tax Planning Checklist for Houston Families and Business Owners (2026)
A practical 2026 year-end tax checklist for Houston families and business owners: income timing, 401(k) and Roth moves, RMDs and QCDs, charitable giving under the new rules, and more.
Why You Should Plan Taxes 2 Years at a Time
Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.
How You Can Purchase I-Bonds Directly from the Treasury
With inflation hovering near 40-year highs, you may want to consider an investment that can keep up with prices. Here’s how to get started with I Bonds.
SECURE Act 2.0: An Overview
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
Tax Planning Basics
Tax planning is a year-round effort. Here's how you can plan ahead with your tax strategy so you’re prepared all year long.
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