2026 Tax and Financial Planner
Stay on top of key tax events, prioritize business action items, recognize financial planning opportunities and improve client relationships.
A month‑by‑month guide to a stronger 2026
This month‑by‑month guide highlights timely action items to help keep your firm running smoothly, strengthen client connections and support meaningful financial planning conversations. It’s a practical resource designed to help you stay proactive — for your practice and your clients.
Log in to your AICPA account to access. Available to PFP and Tax Section members. Once logged in, a link to access will appear at the top of the page.
A month‑by‑month guide to a stronger 2026
This month‑by‑month guide highlights timely action items to help keep your firm running smoothly, strengthen client connections and support meaningful financial planning conversations. It’s a practical resource designed to help you stay proactive — for your practice and your clients.
Log in to your AICPA account to access. Available to PFP and Tax Section members. Once logged in, a link to access will appear at the top of the page.
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning.
Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
It’s crucial to remind your clients to review the status of their flexible savings accounts — such as health savings accounts (HSAs) and dependent care flexible spending accounts — and to use any remaining funds before the grace period expires to avoid forfeiture. In addition, highlight changes starting in 2026 that expand HSA eligibility and allow certain Direct Primary Care arrangements to be HSA-compatible.
For more tax and financial planning tips, check out: Vol. 1 – The Adviser’s Guide to Financial & Estate Planning
Your monthly dividend
Every new month brings a new opportunity to connect with clients on key actions items around financial planning.
Incorporating small actions each month can help you scale to the next level — improving client services and building a future-ready firm.
It’s crucial to remind your clients to review the status of their flexible savings accounts — such as health savings accounts (HSAs) and dependent care flexible spending accounts — and to use any remaining funds before the grace period expires to avoid forfeiture. In addition, highlight changes starting in 2026 that expand HSA eligibility and allow certain Direct Primary Care arrangements to be HSA-compatible.
For more tax and financial planning tips, check out: Vol. 1 – The Adviser’s Guide to Financial & Estate Planning
Build your tax and financial planning advisory services
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Build your tax and financial planning advisory services
Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.
Join the Tax Section member community
Your go-to source for tax developments and professional sights to keep pace with the evolving tax environment
Join the Tax Section member community
Your go-to source for tax developments and professional sights to keep pace with the evolving tax environment
Join the PFP Section member community
Enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice
Join the PFP Section member community
Enhance the value of your services related to tax, estate, retirement, risk management and investment planning advice
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