Act Quickly to Leverage Inflation Adjustments and the TCJA in a Unique Planning Opportunity
Feb 13, 2023
/
By Debra Taylor, CPA/PFS, JD, CDFA
The Tax Cuts and Jobs Act (which sunsets in 2025) and inflation adjustments in the tax code are creating an unusual opportunity for certain tax planning strategies. Clients who could benefit from utilizing these provisions must act soon—and be aware of their options.