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.

2027 inflation adjustments2027 tax brackets2027 standard deductionOBBBA 2027 changesOne Big Beautiful Bill ActWorking Families Tax Cutsfourth quarter tax planningyear end tax planning1099 reporting threshold 2027SALT cap 2027estate tax exemption 2027scholarship tax creditOpportunity Zones 2027bonus depreciationequipment purchase tax deductionIRS matchingCP2000 noticeIRS noticessmall business tax planninghigh net worth tax planningSteve Perry EABooks Taxes & MoreAtlanta tax professional