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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. It will decrease to 60% in 2024, 40% in 2025, 20% in 2026, and will be fully eliminated after 2026 unless Congress acts. million (single) / $27.22 million (single) / $27.22

Taxes 52
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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. It will decrease to 60% in 2024, 40% in 2025, 20% in 2026, and will be fully eliminated after 2026 unless Congress acts. million (single) / $27.22 million (single) / $27.22

Taxes 52