Multi-year Income Tax Planning in Preparation for the Sunset of TCJA

Overview

Challenges and impact of TCJA sunset

The sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code.

As we've seen many times in the past, sunset is likely to spur Congress to act.

The webcast will focus on the challenges and economic impact of sunset, so we can:

Better understand what reforms may be enacted in late 2025 How to advise clients in 2024

This event is CFP-eligible.

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

Objectives

• Identify income tax code changes scheduled by statute to occur in 2026, absent action from Congress.
• Determine a framework to prognosticate changes that Congress may enact before sunset.
• Select tax planning ideas to guide clients through the transition.

Highlights

Planning for individual clients as we head into the sunset of TCJA Tax planning ideas to guide clients through the transition