The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to both tax and estate planning, reshaping the landscape for individuals and businesses alike. With the current administration’s anticipated push to extend the TCJA, the implications of these changes will continue to resonate throughout 2025.
In this video, Eileen Ortega, CTFA delves into several critical points and strategic considerations that taxpayers should keep in mind as they navigate the evolving tax and estate planning environment. Her insights provide valuable guidance for adapting to these ongoing shifts in policy.
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