2026 Guide: 9 Last-Minute Tax Moves You Still Have Time to Make
As Featured In: U.S. News & World Report — U.S. News & World Report staff · March 31, 2026
With the April filing deadline approaching, this U.S. News roundup covers nine last-minute tax moves — funding an HSA or IRA, opening a business retirement plan, itemizing deductions, and more. Imperio Wealth Advisors founder Omar Morillo is quoted on business retirement plan options for high earners and self-employed individuals, including a case of a couple who started a cash-balance pension plan resulting in six-figure tax savings, and on the value of reviewing prior-year purchases for overlooked energy-efficiency credits.
This post summarizes content originally published by U.S. News & World Report. It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
