2025 Tax Law Changes & Financial Planning Impacts What You Need to Know Now скачать в хорошем качестве

2025 Tax Law Changes & Financial Planning Impacts What You Need to Know Now

Major tax changes are on the horizon—and understanding what’s at stake now can help you avoid costly mistakes later. Lisa Mrkall, CPA of Tronconi Segarra & Associates provided a timely, strategic overview of the proposed 2025 tax legislation—along with insights from her guest expert Nicholle Overkamp, ChFC®, CDFA®, CEO of Wilcox Financial Group, on how these updates may affect your financial plan. Whether you're a business owner, high-income earner, or focused on preserving family wealth, this webinar will help you stay ahead of the curve and plan with purpose. Key Topics Include: • Key highlights from the President’s proposed tax changes • Impacts for individuals, business owners, and families • Time-sensitive planning windows and compliance concerns • Wealth transfer and gifting strategies worth exploring now • Opportunities for tax-efficient investing, retirement, and succession planning You can find a copy of the presentation here: https://docs.google.com/presentation/...