Avoid Surprises on Your 2026 Tax Return

Get ahead of the curve—this informative session will walk you through the key tax changes for 2026 and how they could affect your bottom line. Whether you're planning withdrawals or estimating your liability, understanding these updates now can help you avoid an unexpected tax bill next year.

Topics include:

• Identifying and understanding taxable events

• 2026 standard deduction amounts, including the additional benefit for taxpayers age 65+

• New Charitable Deduction 

• Updates to itemized deductions 

• Required Minimum Distributions (RMDs): strategies for 2026 withdrawals

• How to estimate your year-to-date income and tax liability

• Rules and thresholds for estimated tax penalties

This is a lecture-style class—no computer skills required.