Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
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In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side.
Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes!
Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, as they unpack the potential tax changes and their implications for high-net-worth individuals and business owners.
Matt and Roby discuss:
- How income tax rates and deductions might be affected
- Expected changes in the lifetime exemption for estate and gift tax
- Strategies that may help you take maximum advantage of the prevailing tax laws
- Why you should act now instead of waiting until 2025
- And more
Resources:
Connect with Matt Griffith:
Connect with Roby Kotcamp:
Connect with Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory
As of Publication Notice:
This episode reflects the tax laws, regulations, and financial planning information available at the time of its original publication. Tax laws have changed since this episode was released, including changes enacted in July 2025. Certain tax-related statements may no longer reflect current law. Please consult a qualified tax or legal professional for guidance based on current regulations.