The recent Financial Advisor Summit hosted by CNBC featured an insightful discussion on the economic and policy trends that could shape 2025. Our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, participated in a session focusing on tax reform and its potential impact on individuals and businesses.
The discussion explored the 2017 Tax Cuts and Jobs Act, particularly the expiration of key provisions. Panelists examined possible outcomes, such as tax increases for individuals and businesses if no legislative action is taken, and considered how these changes might affect financial planning and the broader economy.
Understanding these developments is crucial for preparing for the potential challenges and opportunities they may bring.
To watch the full session, Tackling Taxes, visit here.
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