In 2017, the Tax Cuts and Jobs Act (TCJA) introduced some significant changes to tax laws, both on the income and estate side.
Now, as we approach its expiration on December 31st, 2025, it is important to plan for the looming tax changes!
Join our senior wealth advisors Matt Griffith, CFP®, and Roby Kotcamp, CFP®, as they unpack the potential tax changes and their implications for high-net-worth individuals and business owners.
Matt and Roby discuss:
Resources:
Connect with Matt Griffith:
Connect with Roby Kotcamp:
Connect with Centura Wealth Advisory:
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
How to Plan for the Looming Estate Tax Issue (Ep. 89)
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Centura Client Experience: Exiting a Business (Ep. 78)
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
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