Press Release

Kevin O'Regan Weighs in on the Importance of Planning for the End of the TCJA.

October 4, 2023
Kevin O'Regan

Tax Moves to Consider Now Before 2017 Cuts Expire

Senior Wealth Advisor, Kevin O’Regan, CFP® CIMA®, shares his insights on how the changing tax landscape could impact an individual’s or couple’s estate. Discover how he’s helping clients plan ahead for the end of the TCJA which sunsets in 2025.

Read the Wall Street Journal article: Tax Moves to Consider Now where you’ll learn about what advisors are saying about the potential effects on income taxes, estate taxes, gifts, and charitable giving.

 

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. 

 

 

 

Back to Newsroom

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
Past performance is no guarantee of future results.