Episode 143: QSBS, SALT, HSAs & More: Mid-Year Tax Moves for Taxpayers

In this episode:

IRS call strategies – A tip for getting through when the IRS won't accept calls

• Tax identity theft – How fraudsters file returns using stolen Social Security numbers

• Qualified Small Business Stock (QSBS) – A little-known tax exclusion that could eliminate gains for eligible investors

• IRS First-Time Abatement – An automated penalty relief process coming soon for late filers

• Investment fee deductibility – Why individuals can no longer deduct these fees, but businesses still can

• IRS interest rate increases – Higher rates on underpayments and overpayments starting Q3 2026

• 2026 W-2 changes – New codes to identify deductible tips and overtime pay

• SALT cap – The $40,000 state and local tax deduction limit reaffirmed through 2029

• 2027 HSA limits – Contribution limits going up, with a reminder of the long-term savings benefits