We are now entering the last quarter of 2026. Hard to believe the summer is quickly becoming a memory.

Sept 15th is fast approaching – third quarter
estimates are due

Oct 15th – deadline for filing 2025 taxes with
extensions filed

Some changes for 2026 filers – YOU MAY BE ABLE TO
ITEMIZE “AGAIN”

Areas to consider when collecting your info and/or items to review before year end:

Maximize your state and local tax deduction
($40,000. limit in 2026)
Prepay property taxes before Dec 31
Consider an auto purchase for a sales tax claim

Increase your charitable giving in 2026
Roll multiple years’ giving into one year

Qualified interest expense includes home mortgage
interest & interest paid on US Sourced auto loans

THE TOTAL OF THESE DEDUCTIONS MAY ENABLE YOU
TO ITEMIZE ‘AGAIN’

The standard deduction rates for 2026 are:

SINGLE $16,100.

MARRIED JOINTLY 32,200

HEAD HOUSEHOLD 24,150.

  • Extra deduction of $6,000.; Age 65+

    PRE-TAX PLANNING THIS YEAR MAY LOWER YOUR TAX BILL CONSIDERABLY