Tax Planning with the Expiration of TCJA
The TCJA was passed towards the end of 2017 and effective for 2018-2025. We will review the many provisions of TCJA are expected to expire on December 31, 2025 and point out tax planning moves our clients should consider for 2024 & 2025. Also, we will be going over 2025 Tax Reform proposals.
Objectives:
1. Learn about which provisions of TCJA will be expiring.
2. Determine tax planning moves our clients should consider in 2024 & 2025.
3. Get a preview of 2025 Tax Reform.
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*Self-Study recording not available for NASBA CPE credit.
Larry Pon
,
CPA/PFS, CFP, EA, USTCP, AEP
Larry has been a tax professional since 1986 with a tax planning, preparation, and representation practice in Redwood Shores, CA. Larry enjoys speaking about tax to tax and financial planning professionals. Larry received his BS in Business Administration with emphases in Accounting and Finance from UC Berkeley and MS in Taxation from Golden Gate University.
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