Retirement Tax Services Podcast cover image

Talking Taxes with Clients with Joshua Horton

Retirement Tax Services Podcast

CHAPTER

Navigating Uncertainty in Tax Planning

This chapter delves into the anticipated changes to the tax code as the 2018 Tax Cuts and Jobs Act nears its expiration in 2026. It highlights the potential impact on tax rates, especially the estate tax, and emphasizes the importance of proactive tax planning amidst legislative uncertainties.

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