NEW GUIDE: What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?

Many clients have enjoyed the simplified tax brackets introduced by the Tax Cuts and Jobs Act. However, the great tax sunset is (likely) coming as current tax brackets are expected to change at the end of 2025. Are you prepared to diligently guide your clients through this potential transition?

The new "What Issues Should I Consider Before & After The TCJA Sunset Provision Occurs" checklist helps you start having meaningful conversations with your clients about steps that can be taken now, and after the sunset occurs, to ensure they are making the most of their tax planning goals and needs. 

This checklist covers important tax planning factors to consider, such as:

• Potential changes in one’s retirement contribution strategy.
• Proactive planning strategies regarding required minimum distributions (RMDs) and the sale of other taxable assets.
• Business owner considerations regarding purchases and the Section 199A QBI deduction.
• How portfolio allocations might change after the sunset provision occurs.
• And more

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PS – Pair this checklist with our TCJA Sunset Provision Summary Guide!