The Tax Cuts and Jobs Act of 2017 (TCJA) made several changes to tax laws that provided millions of Americans with significant tax savings. But the relief was always temporary. Unless Congress passes new legislation in the near future, the TCJA will sunset at the end of 2025, cutting the estate tax exemption in half. This change could leave many Americans with a substantial tax burden—especially high-net-worth families.
In this webinar, Wealth Enhancement Group Roundtable™ specialists Kate Maier and Joseph Gaj review what’s changing in the new tax environment, including:
- How income taxes will be affected.
- Why it’s significant that the federal estate tax exemption is getting cut in half.
- Steps you can take NOW to help reduce your potential estate tax burden.
Fill out the form to watch the free, on-demand webinar. And if you still find yourself with questions and would like more guidance on how this could affect your portfolio, don’t hesitate to reach out to a Wealth Enhancement Group advisor.