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.