Breeden & Associates, Ltd.

03/27/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

03/20/2026

Homeownership can bring added considerations during tax season.

As the IRS begins accepting 2026 tax returns, homeowners may be reviewing whether to itemize deductions or take the standard deduction. Depending on individual circumstances, certain expenses tied to owning a home may still be eligible for tax treatment under current rules, including mortgage interest and property-related costs.

Because tax situations vary, it may be helpful to review what applies to you before filing.

If you have questions about how these items show up in your overall financial picture, feel free to reach out. For specific tax guidance, it’s best to connect directly with your qualified tax professional.



Source:

It will mostly be business as usual for homeowners this tax season. However, new changes introduced under the "big, beautiful bill" may affect how they file.

03/13/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

03/06/2026

As tax season gets underway, reports of tax-related scams tend to rise right along with it. Fraudsters often impersonate the IRS or state tax agencies via emails, texts, phone calls, or social media messages that appear official.

Common red flags include messages claiming a refund has been approved, warnings about unpaid taxes, or requests to “verify” personal or financial information. Government agencies generally do not initiate contact this way, and clicking links or sharing details can expose sensitive information.

Staying aware of these tactics may help reduce the chance of identity theft or fraudulent activity during filing season. If something feels off, it’s worth taking a moment to pause before responding.



Source:

The FTC is warning taxpayers to keep an eye out for phishing and smishing scams aimed at stealing tax refunds and personal data.

02/27/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

02/25/2026

Big News for Your 2026 Retirement Plans!

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to!

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

02/23/2026

We know life gets busy — that’s why we’ve made it easier to stay in touch

Using Redtail Speak, clients can now text us securely for quick questions, scheduling, or updates.

Same trusted service.
More convenient communication.

02/20/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

02/18/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

02/16/2026

Your financial life comes with a lot of important documents — and they should be stored securely.

That’s why we use RightCapital, including its secure Vault, to help clients:
✔️ Safely store important financial documents
✔️ Upload and share files securely
✔️ Keep everything organized in one place
✔️ Access documents anytime, anywhere

From financial plans to key documents, the Vault helps keep your information secure, organized, and easy to access.

Ask us how the RightCapital Vault fits into your financial planning experience.

02/13/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.