Press Release

Time is One of the Most Valuable Assets When it Comes to Tax Planning

August 31, 2023

Plan Now For 2026 Tax Law Sunset, Advisors Warn

Many provisions of the Tax Cuts and Jobs Act (TCJA) will sunset at the end of 2025. How should you be preparing?

Senior Financial Planner Thomas Pontius responds in a recent Financial Advisor Magazine article: Plan Now For 2026 Tax Law Sunset, Advisors Warn

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