Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
The Truth About Wealth
English - April 03, 2024 11:00 - 34 minutes - 31.7 MB - ★★★★★ - 14 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these …
How do the changing tax provisions impact your financial planning?
Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these provisions lapse.
Their conversation spans estate planning, business tax laws, individual tax brackets, and charitable planning, highlighting the urgency for families to strategize for their financial future in light of these changes.
Talking points include:
Expiring tax provisions from the Tax Cuts and Jobs Act
The need for proactive tax planning
What tax provisions are expiring, and what provisions are permanent
Considerations in estate planning
Updates on business tax laws
Changes in individual income tax brackets
Strategies for charitable planning
And more!
Resources:
Is a C Corporation Right For You? With Doug Dickey (Ep. 122)
Charitable Lead Annuity Trust With Derek Myron (Ep. 36)
Connect with John and Michael Parise:
856-988-8300
Copper Beech Financial Group
LinkedIn: John Parise
LinkedIn: Michael Parise
LinkedIn: Copper Beech Financial Group, LLC
Facebook: Copper Beech Financial Group, LLC