2027 Tax Changes and OBBBA: A Fourth Quarter Planning Guide

Steve 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

October 15 Extension Deadline: What Filers Must Complete Before the 2025 Return Cutoff

Steve Perry

Published on: 29/09/2026

October 15, 2026 closes the 2025 extension window. Learn what to finish before the cutoff, how IRS matching continues into 2027, and which options narrow after the date passes.

October 15 extension deadline2025 tax return extensionForm 4868 extensionfailure to pay penaltyfailure to file penaltyIRS installment agreementIRS payment planCP2000 noticeAutomated UnderreporterIRS information matchingwage and income transcriptIRS notice of intent to levyIRS interest rates 2026year end tax planningenrolled agent AtlantaIRS resolution expertSteve Perry EABooks Taxes and More