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Federal Tax Filing Season Has Started

The IRS began accepting and processing 2025 tax year returns on Monday, January 26, 2026.

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Geopolitics and the U.S. Financial Markets

International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezuela and pressure to obtain control of Greenland, as well as anti-government protests in Iran and a snap election in Japan.

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Paper Tax Refund Checks Being Phased Out by the IRS

As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the Internal Revenue Service (IRS) is phasing out paper tax refund checks for individual taxpayers for the 2026 federal tax filing season.(1)

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Taxing Social Security Benefits: Clearing the Confusion

When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some confusion in messaging from the Social Security Administration about taxation of benefits.(1–2)

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A Roadmap for Your Family

A will is an essential legal document that describes how your estate should be distributed upon your death.

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