2027 Tax Changes and OBBBA: A Fourth Quarter Planning Guide

2027 Tax Changes and OBBBA: A Fourth Quarter Planning Guide

2027 Tax Changes and OBBBA: A Fourth Quarter Planning GuideSteve Perry
Published on: 20/10/2026

Steve Perry, EA explains how 2027 inflation adjustments and OBBBA changes interact with IRS matching and year end deadlines, with a fourth quarter planning framework.

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Filed an Amended Return? Why the IRS Clock Moves Slower Than You Think

Filed an Amended Return? Why the IRS Clock Moves Slower Than You Think

Filed an Amended Return? Why the IRS Clock Moves Slower Than You ThinkSteve Perry
Published on: 15/10/2026

Filed Form 1040-X? The IRS processes amendments on a slower track. Steve Perry, EA explains why notices, interest, and refund delays can still create risk while you wait.

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October 15 Superseding Return Deadline: Rewrite Your Return Before You Amend

October 15 Superseding Return Deadline: Rewrite Your Return Before You Amend

October 15 Superseding Return Deadline: Rewrite Your Return Before You AmendSteve Perry
Published on: 14/10/2026

Before October 15, a superseding return replaces your extended 2025 return. After that, fixes become amendments, and some depreciation and expensing elections may be lost.

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October 15 Tax Deadline: Superseding Returns, Amended Returns, and Elections

October 15 Tax Deadline: Superseding Returns, Amended Returns, and Elections

October 15 Tax Deadline: Superseding Returns, Amended Returns, and ElectionsSteve Perry
Published on: 13/10/2026

October 15 is the last day to fully rewrite your return and make key tax choices on your own terms. See what business owners on extension should review before the window closes.

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