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Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, covering:
- Changes in individual income tax rates and brackets.
- Strategies for Roth conversions and tax planning.
- Estate and gift tax exemptions and the importance of estate planning.
- The potential impact of the 2024 election on tax policies.
Stay informed and make wise financial choices as you navigate the ever-changing tax landscape.
By Liberty One Wealth AdvisorsJoin Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, covering:
- Changes in individual income tax rates and brackets.
- Strategies for Roth conversions and tax planning.
- Estate and gift tax exemptions and the importance of estate planning.
- The potential impact of the 2024 election on tax policies.
Stay informed and make wise financial choices as you navigate the ever-changing tax landscape.