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Jenny Jesse

Jenny Jesse, CFP®, EA, RICP® is Manager of Financial Planning at Annex Wealth Management in Brookfield, Wisconsin, and author of the firm's year-end guide "Turning the Page on 2026."

Oct 12, 2026

11:35
When you were sitting down to write it, were there some things that you specifically wanted to focus on that you knew had to get hit? And then also kind of follow up question, where can clients and also listeners find this guide that you wrote?
11:47
There have definitely been some changes.
11:49
The IRS loves to well, actually, Congress loves to enact new tax bills.
11:55
And with that, the timing isn't always uniform.
11:57
So that one big, beautiful bill act that was passed last year.
12:00
But some of those changes weren't implemented until this year in twenty twenty six.
12:04
So, for example, something that we're seeing now is that high income earners are required to do catch up contributions.
13:26
Has there been any major changes with the one big beautiful bill versus the Tax Cuts and Jobs Act?
11:48
When you were sitting down to write it, were there some things that you specifically wanted to focus on that you knew had to get hit? And then also kind of follow up question, where can clients and also listeners find this guide that you wrote?
12:00
There have definitely been some changes.
12:03
The IRS loves to, well, actually Congress loves to enact new tax bills.
12:08
And with that, the timing isn't always uniform.
12:10
So that one big, beautiful bill act that was passed last year, but some of those changes weren't implemented until this year in 2026.
12:17
So, for example, something that we're seeing now is that high-income earners are required to do catch-up contributions via Roth.
12:24
Another new thing this year is a $1,000 cash charity deduction.
13:39
Has there been any major changes with the one big beautiful bill versus the Tax Cuts and Jobs Act?

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