With the start of a New Year, now is the perfect time to get a head start on making intentional financial decisions. Staying informed about this year’s tax changes can help you maximize opportunities and stay on track toward your goals.
To help you navigate the year ahead, we’ve created the 2026 Tax Reference Guide, a comprehensive resource with:
- Key tax deadlines to mark on your calendar
- Updated tax brackets and thresholds
- New contribution limits for retirement accounts and HSAs
- Changes to estate and gift tax exclusions
Our guide is designed to simplify tax decisions and support you in making the most of 2026.
As a reminder, you may also find it helpful to revisit our One Big Beautiful Bill Act (OBBBA): Tax Changes for 2025 resource. While it focuses on last year’s legislation, several provisions can still influence 2026 tax planning decisions and may provide helpful context as you review this year’s guide.
As always, please keep us apprised, in writing, of any changes to your personal/financial situation or investment objectives. Also, if you would like to add or modify, any reasonable restrictions to our investment advisory services, please contact us so we may evaluate and properly manage your account(s) and service you. We shall continue to rely on the accuracy of information that you have provided.
Advisory services provided by TFO Wealth Partners, LLC. Legal and tax information is general in nature. TFO Wealth Partners is not engaged in the practice of law or accounting; always consult an attorney or tax professional regarding your specific legal or tax situation. We believe this information provided is reliable, but do not warrant its accuracy or completeness. It is provided for informational purposes only and should not be construed as legal or tax advice. Laws may change pursuant to the new administration’s legislative agenda.
471eWP – 2026.01
