Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)

In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side. Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes! Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, …

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In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side.

Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes!

Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, as they unpack the potential tax changes and their implications for high-net-worth individuals and business owners.

Matt and Roby discuss:

How income tax rates and deductions might be affected
Expected changes in the lifetime exemption for estate and gift tax
Strategies that may help you take maximum advantage of the prevailing tax laws
Why you should act now instead of waiting until 2025
And more

Resources: 

Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)

Connect with Matt Griffith:

[email protected] 
LinkedIn: Matt Griffith

Connect with Roby Kotcamp:

[email protected] 
LinkedIn: Roby Kotcamp

Connect with Centura Wealth Advisory:

(858) 771-9500
Centura Wealth Advisory
LinkedIn: Centura Wealth Advisory