2025 is shaping up to be a critical year for tax planning. Many individuals took a wait and see approach to the potential expiration of some provisions of the Tax Cuts and Jobs Act of 2017 (TCJA). Now that we have a better understanding of the priorities of the current administration, it’s time to be proactive and help you understand your options and prepare you for when the law does change at the end of the year. Listen as Alvina Lo, chief wealth strategist, shares her insights.
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