The sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code. As we’ve seen many times in the past, sunset is likely to spur Congress to act.This event is CFP-eligible.
DESIGNED FOR
Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
- Practitioners who provide Tax, retirement, estate, investment, and/@or Risk management planning services
BENEFITS
- Identify income tax code changes scheduled by statute to occur in 2026, absent action from Congress.
- Determine a framework to prognosticate changes that Congress may enact before sunset.
- Select tax planning ideas to guide clients through the transition.
HIGHLIGHTS
Planning for individual clients as we head into the sunset of TCJA
Tax planning ideas to guide clients through the transitionCOURSE LEVEL
Intermediate
PREREQUISITES
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning