Are You Prepared for the Biggest Tax Changes in Years?

The 2025 tax landscape is about to undergo a massive shift as key provisions of the 2017 Tax Cuts and Jobs Act expire. These changes could mean higher tax rates, fewer deductions, and major implications for your income, business, and estate.

In this episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, sits down with tax expert Bill Minoff to break down exactly what’s coming and what you can do now to protect your wealth. From the potential reduction in estate tax exemptions to adjustments in Social Security and corporate taxes, they uncover the critical updates that could reshape financial planning.

Don’t wait until it’s too late—understanding and preparing for these changes now could make all the difference.

Key episode discussion points include:

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About Our Guest:

Bill Minoff is a dedicated and trusted tax executive with a proven track record of effectively managing the needs of a large family tax planning and compliance practice. With a focus on balancing the priorities of the family, Bill oversees a team responsible for preparing and reviewing a wide range of returns, including individual, fiduciary, small business, exempt organization, and business filings. 

Bill collaborates closely with family members, company and outside counsel, family office executives, and other employees to provide expert tax planning and consulting in areas such as federal and state income tax, estate and gift tax, as well as executive compensation and benefits matters.