KSDTAdvisors

Big Tax Changes Are Coming in 2026

Several new tax provisions could impact how individuals, families, and business owners plan their finances next year.

Here are just a few changes to watch:

• A new charitable deduction for taxpayers who take the standard deduction
• AMT rules tightening, which could affect more high-income earners
• 529 plan withdrawal limits doubling for K-12 education expenses
• Energy tax credits ending after 2025
• Changes to business loss limits and QBI deductions

The bottom line: 2026 tax planning may look very different.

Understanding these updates now can help you avoid surprises and make smarter financial decisions.

Read the full breakdown and what it could mean for you.

Visit the www.KSDT.com to read the full article.

What would happen if your CFO suddenly left? Leadership changes in your finance and accounting department are easier to manage when you plan ahead.

This includes reviewing your current financial reporting and software needs, evaluating the department’s performance, and anticipating future demands.

Whether you’re proactively planning for future change or navigating an imminent leadership transition, we can help you develop a clear action plan to keep your finance and accounting team stable, effective and aligned with your organization’s needs in 2026 and beyond. Contact us to get started.

Connect with Us

A SEP retirement plan is easy to establish and a powerful retroactive tax planning tool for business owners and the self-employed.