Significant changes are on the horizon with the upcoming sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. The anticipated sunset of some important provisions presents a great opportunity to start discussing steps we can take to prepare. To help you navigate these complex changes, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® has broken down the key points in three detailed videos. Marianela explains the vision behind the TCJA, provides a detailed overview of how the sunset will impact income tax, estate and gift tax, and shares her insights on the necessary planning to prepare for these changes.
Income Tax Changes
Understand the specific changes in income tax rates and deductions.
Estate and Gift Tax Changes
Learn about the implications for estate and gift tax planning.
Planning for TCJA Sunset
Discover possible steps to take now to minimize tax impact in the future.