Tag: Estate Tax

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How Upcoming Tax Changes Could Impact Your Finances (Ep. 125)

How Upcoming Tax Changes Could Impact Your Finances (Ep. 125)

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Are you ready to navigate the potential tax changes on the horizon?

Understanding how upcoming tax law changes can impact your financial plan is critical! Get ahead of these changes with proactive planning.

In this episode of Wealth Is In The Details, Peter Raskin discusses the implications of upcoming tax law changes and how they might impact your financial planning strategies. He explores the nuances of the Tax Cut and Jobs Act of 2017, scheduled changes in 2026, and provides advice on how to prepare wisely. Tune in to understand the importance of working with financial professionals and gain insights into proactive tax planning.

Peter discusses:

  • How the sunset of the Tax Cut and Jobs Act of 2017 could alter tax brackets and deductions
  • The potential impact on federal estate taxes and high-net-worth individuals
  • Why it’s important for us to time our income and deductions ahead of 2026 changes
  • Collaborating with accountants and financial planners to navigate tax law complexities

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Disclosure:

This is not intended to be a substitute for professional investment advice. Always

seek the advice of your financial adviser or other qualified financial service providers with any

questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member

FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names,

products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should

consult their tax or legal professionals regarding their specific circumstances.