May 22, 2024
Preparing Your Portfolio for the TCJA Sunset

2025 Tax Changes: What High-Net-Worth Investors Need to Know

By Kelley Muhsemann Marketing Manager The Tax Cuts and Jobs Act (TCJA) of 2017 marked one of the most significant overhauls of the U.S. tax code in decades. Among its many provisions were changes that directly affected high-net-worth investors. While predicting the future is impossible, the sunset of the TCJA is a unique instance of...
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