Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
How to Get a Bigger 2027 Tax Refund with Year End Planning
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe28 OCT 2026 / ACCOUNTING & TAXES
The Internal Revenue Service (IRS) is advising taxpayers to engage in year-round tax planning to potentially decrease their 2026 tax liabilities and optimize 2027 refunds by focusing on accurate withholding, retirement contributions, loss management on investments, charitable giving strategies, and claiming all eligible credits and deductions. This guidance is crucial as it empowers taxpayers to proactively manage their finances and ensure compliance, potentially reducing surprises at filing time and enhancing overall financial health.
By the time taxpayers start gathering Forms W-2 and 1099 in early 2027, many of the decisions that could have reduced their 2026 tax liability are already locked in. That is why the final months of 2026 matter. The IRS continues to encourage taxpayers to...
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
Subscribe now for $189 and get unlimited access to MYCPE ONE, from CPE credits to insights Magazine
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
You’ve reached the 3 free-content piece limit. Unlock unlimited access to all News & CPE resources.
Subscribe Today.
Already have an account?
Sign In
-1792748463.webp)
