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Index/Finance/Whitley Penn Talks
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Whitley Penn Talks: 2026 Tax Guide - What Individuals, Seniors, and Business Owners Need to Know to Save More

Whitley Penn Talks · 2026-04-02 · 31 min

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Episode notes

Message us! With tax season well underway, Kendall Neukomm sits down with Whitley Penn Tax Partners Jon P. Karp and Kristen L. Sayegh to break down the most impactful changes shaping 2026 filings. They discuss key developments shaping 2026 tax filings, including updates related to deductions, tip and overtime income, State and Local Tax (SALT) limits, and retirement planning, drawing on observations from current tax returns this season. The discussion also covers notable business-related updates, such as bonus depreciation and interest deduction changes, and how these provisions may factor into tax planning considerations. It’s a focused, practical conversation designed to help listeners better understand the tax topics most relevant this year and consider planning considerations moving forward.

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