WEBINAR | Tax Cuts Scheduled To End In 2025: What It Means To Your Plan | 8/22/24

In the second of this two-part series, WTMJ’s Vince Vitrano and Annex Wealth Management’s Chief Economist, Brain Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director of Financial Planning, Eric Strom, CFP®, EA review how the sunset of the Tax Cut and Jobs Act could affect tax planning and how which strategies might make sense for you. We’ll discuss similar moments in history, and options you might have to mitigate a potential tax increase. And, we’ll talk about choices the Federal Government may have to delay or eliminate the increase in 2025.