Latest / Money & Taxes from Bb to XYZ
What Can Your 2025 Taxes Tell You About Your 2026 Tax Year?
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explain why mid-year tax planning can be just as or even more valuable than year-end planning. With many 2025 tax returns now filed and many months left in the 2026 tax year, they discuss how listeners can use last year’s return to identify planning opportunities while there’s still time to act. The conversation covers key tax law changes from the One Big Beautiful Bill Act, including higher standard deductions, SALT deduction changes, expanded charitable giving opportunities, and…
The skinny
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