Tax Planning for Client Uncertainty Around The TJCA (Scheduled) Sunset

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With the Tax Cuts and Jobs Act (TCJA) set to expire at the end of 2025, financial advisors face uncertainty about the future of their clients’ tax situations. But after years of speculation, the House Republicans’ recently proposed tax legislation finally gives some specifics on which parts of TCJA will be extended, replaced or allowed to sunset.

In this webinar, Ben Henry-Moreland breaks down the key provisions of the proposed Republican legislation, how it compares to current law under TCJA, and what could change before the bill ultimately becomes law. Ben will provide ideas of how to balance helping clients remain calm with thoughtful communication strategies, while also taking steps to plan based on what is currently known about the state of these tax provisions. He reviews key TCJA provisions such as the SALT deduction, estate tax exemptions, and Section 199A deduction for Qualified Business Income, as well as new proposed changes to 529 plans and health savings accounts, the new “MAGA” savings account, and more!

During this webinar, advisors will learn how to:
- Summarize the history and key provisions of the Tax Cuts and Jobs Act (TCJA)
- Describe the key planning impacts of the proposed Republican tax legislation
- Discuss factors that may impact the likelihood of various tax provisions changing or remaining the same
- Evaluate tax planning strategies with uncertainty of potential changes to TCJA provisions
- Develop effective client communication strategies regarding tax policy uncertainty and anxiety

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.