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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

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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. A number of TCJA provisions are set to revert to pre-TCJA levels or disappear entirely, impacting both individuals and businesses. tax-paying arena. What TCJA provisions will expire? 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. A number of TCJA provisions are set to revert to pre-TCJA levels or disappear entirely, impacting both individuals and businesses. tax-paying arena. What TCJA provisions will expire? million (single) / $27.22

Taxes 52