The 2026 Tax Reference Guide delivers an actionable snapshot of the latest federal tax updates for the year ahead. Review this information for updated tax brackets, deductions, contribution limits, Affordable Care Act provisions, business income deductions, capital gains rates, and Medicare adjustments—along with reforms from the One Big Beautiful Bill Act that take effect this tax year.
Highlights include a new temporary deduction for taxpayers age 65 and older, an increased Child Tax Credit, enhancements to Qualified Small Business Stock, and broader qualified expenses for 529 plans, plus business provisions like 100 percent bonus depreciation and immediate domestic R&D expensing.
Use this guide to inform your financial planning. Please contact your advisor or tax professional for customized guidance.
Access the guide here.




