Press Release

Preparing for the 2026 Sunsetting of Tax Reforms

February 21, 2023

KAR Financial Planner, Thomas Pontius weighs in on preparing for the 2026 changes now.

Financial Planner Thomas Pontius, CFP® shared his latest insights in Financial Advisor Magazine on how to begin tax planning for the eventual sunset of changes brought about by the Tax Cuts and Jobs Act (TCJA).

“Another tax bill prior to the reversion could potentially extend some provisions or eliminate others altogether. What a new tax bill will propose will be dependent on the political landscape at that time,” Pontius said.

Check out the full piece for more: https://bit.ly/3EsKrLe

Contact our team to learn about our tax planning services.

 

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.

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained 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 of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the 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 does not guarantee future results.

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