Chatterton & Associates
2026 Tax Report
This special report reviews some of the broader tax laws along with a wide range of tax reduction strategies.
The One Big Beautiful Bill Act (OBBBA), enacted in 2025, made permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and introduced additional changes that are now in effect. This report focuses on information that may be helpful to individuals planning for the 2026 calendar year.
In this issue, you'll read about:
- 2026 Tax Law Updates
- Capital gains and losses
- Charitable giving strategies
- Retirement savings options for 202
