Impact of Tax Cuts and Jobs Act Sunset & Tax Planning Considerations to Prepare for it
Date: Tuesday, December 10, 2024
Time: 4:00pm - 6:30pm
Location: Locust Hill Country Club
Speaker: Alan Pecora CPA, AEP, Esq & Daniel Jones CPA/PFS, CFP, CRPC
Program with CE credit at Locust Hill CC followed by time for some light hors d'oeuvres and a cash bar.
With the Tax Cuts and Jobs Act (TCJA) set to sunset at the end of 2025, there are many important gift/estate and income tax planning strategies to consider in advance. The results of the recent election may impact the landscape and potential for a post-TCJA environment. Effective planning for taxpayers will be based upon level of wealth, goals/concerns, and the ability to be flexible in a changing planning world.
