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Tax Reform

2025 Tax Reform: What the One Big Beautiful Bill Act Means for You

July 23, 2025 by Eric C. Jansen, ChFC®

On July 4, 2025, a landmark piece of legislation titled the “One Big Beautiful Bill Act” was signed into law, ushering in a sweeping transformation of the U.S. tax code. This historic act not only solidifies many of the popular but temporary provisions of the 2017 Tax Cuts and Jobs Act (TCJA), but also introduces […]

Filed Under: Tax Planning Tagged With: Tax Planning, Tax Reform

Year-End Tax Planning Tips for 2024: Strategies to Optimize Your Finances

November 7, 2024 by Jay Willwerth, ChFC®

As 2024 draws to a close, it’s time to take a proactive approach to your tax planning. With the right strategies, you can potentially reduce your tax liability, maximize deductions, and set yourself up for financial success in the coming year. Here are comprehensive year-end tax planning tips to consider before year-end. Assess Your Current […]

Filed Under: Tax Planning Tagged With: Retirement Planning, Tax Planning, Tax Reform

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