2024–2025 Tax Planning Guide

The outcome of the November 5 election is likely to significantly impact taxes. Many provisions in President-Elect Donald Trump’s signature tax legislation from his first time in the White House, the Tax Cuts and Jobs Act (TCJA), are scheduled to expire at the end of 2025. Now, there’s a better chance that most provisions will be extended. But the former and future president has suggested many other tax law changes during his campaign.

To save the most on your 2024 taxes, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.

This is exactly what our Tax Planning Guide is designed to help you do. We hope you find this complimentary copy helpful in identifying steps you can take to reduce your personal and business tax liability.

As you look through the guide, please note the strategies and tax law provisions that apply to your situation or that you would like to know more about. Then contact us with any questions you may have about these or other tax matters.