Heading Towards the Cliff: Tax Update & Planning in Dynamic Times Part 1

Heading Towards the Cliff: Tax Update & Planning in Dynamic Times

We are in the midst of tumultuous times in tax. Join tax experts Jennifer Nelson and Marla Miller for an informative 2-part discussion on the upcoming expiration of the Tax Cuts and Jobs Act (TCJA). In these sessions, you’ll learn which key provisions are ending and their potential impact on individuals and businesses.

Plus, we will explore the economic implications, how these changes might affect your tax liabilities and financial planning, and provide strategies to navigate them. With so much change on the horizon, these are don’t-miss events. Register for both today!

Part 1 of our series will compare the current tax landscape and expiring provisions, provide examples of what’s to come and possible scenarios, and discuss mid-year planning strategies.

Part 2 of our series will cover the continuation of legislative updates, what needs to be done now, how expiration impacts states, valuation, estates, and succession planning.

During these webinars, attendees will:

• Understand the current legislative landscape.
• Gain awareness of key TCJA provisions scheduled to expire.
• Learn how the expiration may affect tax liabilities.
• Develop effective tax planning strategies to mitigate impact.

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