IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
IRS Announces HSA Contribution Limit for 2027
By Allison BellThere's a gap between the contribution limit and the actual medical cost inflation rate.
February 24, 2026
IRS Issues Another RMD Rule Deadline DelayThe agency has given retirement plans more time to comply with not-yet-finalized rules under Secure 2.0.
January 29, 2026
How to Help Clients Duck the 'SALT Torpedo'More affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 29, 2026
No Tax on Overtime: What to Know in Filing SeasonThe IRS has released an FAQ on the deduction for qualified overtime compensation.
January 28, 2026
Shutdown Threatens to Hit IRS as Trump Touts Massive Tax RefundsIts annual funding runs out after midnight Friday, when employees would be furloughed or required to work without pay.
December 18, 2025
FAQ: Does Your Client Know These 2025 Tax Deadlines?April 15 is the cutoff for individual returns, but a number of other deadlines come sooner.
December 04, 2025
9 Tax Breaks for Clients Claiming the Standard DeductionThere are various ways for middle-class taxpayers to keep more of their hard-earned money.
November 26, 2025
7 Year-End Retirement Tax Deductions for Business OwnersMaking these moves before Dec. 31 can help savers fund the retirement they desire.