Speaker(s):
Tenesha Hartgrove, CPA, EA, PFS, CFP® | Partner, Tax Practice, McConnell Jones
Khalid Elshaikh, CPA | Tax Experienced Staff, McConnell Jones
2026 is the first full tax year under the One Big Beautiful Bill Act. Tax rates are now permanent, and several deductions, limits and phase-outs have changed. Some new deductions are available without itemizing, and the rules for charitable giving are different this year. These changes make year-end planning more important than usual for individuals, families and business owners.
In this webinar session, McConnell Jones tax professionals Tenesha Hartgrove and Khalid Elshaikh will cover what changed, which numbers matter most and what to do before December 31. Topics include higher SALT deductions and retirement contribution limits, new charitable giving rules, deductions for tips, overtime, car loan interest and seniors, as well as year-end steps for business owners. You’ll leave with a clear checklist and the key deadlines through April 2027.
Learning Objectives
By the end of this session, participants will be able to:
- Identify the key 2026 tax changes under the One Big Beautiful Bill Act, including permanent rates, higher standard deductions and the $40,400 SALT cap.
- Apply the 2026 contribution limits for 401(k), IRA, HSA and dependent care FSA accounts to make the most of tax-advantaged savings.
- Evaluate charitable giving strategies under the new rules, including bunching, gifts of appreciated stock, QCDs and the new deduction for people who don’t itemize.
- Recognize how income phase-outs affect eligibility for new deductions and how to manage taxable income before year-end.
- Develop a year-end action plan that helps save on taxes.
The best plan is the one you start before December 31. Register today to save your spot.
Once registered, you should receive a confirmation email. If it does not appear in your inbox within a few minutes, please check your spam or junk folder.
CPE Accreditation: Please note that CPE accreditation is not offered for this webinar.
