Markowitz And Associates, Ltd.

06/08/2026

DOR will waive all related penalties, interest, and collection fees upon successful completion of amnesty.

Tax liabilities from tax periods before Jan. 1, 2024, may be eligible.

Learn more: taxamnesty.in.gov

06/08/2026

Rev. Proc. 2026-24 also includes the revised maximum amount that may be made newly available for excepted-benefit health reimbursement arrangements and the aggregate monthly fees allowable for direct primary care service arrangements.

05/02/2026

https://www.irs.gov/individuals/understanding-your-cp53e-notice

A recent Executive Order 14247 led to changes in the direct deposit options you now have available. The new direct deposit change will allow individual taxpayers to provide us with a new or updated bank account to receive their tax refund via direct deposit if certain conditions are met.

05/02/2026

https://www.wsbtv.com/news/local/fake-or-real-irs-refund-letters-leave-taxpayers-confused/AC6FWMU53VDD5P4IJY5PALVWOE/?fbclid=IwdGRzaARiaSVjbGNrBGJosGV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHm1ZFWB5SY_9j8HH9tvZlc98fu8AuPxpRwXpee5n6GpLcW5_t_4EnZt87Tvq_aem_Am0FLaYEk83I5GA3FecieQ

Scammers are mimicking IRS refund letters. Here’s what to know

02/13/2026

With strict rules and limited tax benefits, Trump accounts aren’t right for every family—particularly if they’re not eligible for government or private seed contributions. They're likely best used alongside existing accounts.

I made a chart to compare how they stack up against other accounts. Here you go.

Link to article with more info here:
https://www.forbes.com/sites/kellyphillipserb/2026/01/30/is-a-trump-account-the-right-savings-plan-for-your-children/

12/31/2025

https://www.cbsnews.com/news/nine-states-cutting-income-taxes-2026/

Income tax cuts are taking effect in multiple U.S. states on Jan. 1, 2026, a new analysis says.