Tax Moves to Consider Now Before 2017 Cuts Expire
The Trump-era tax cuts will phase out at the end of 2025 unless they are extended. Now is the time for retirees—and near retirees—to start planning for that. Review the recommendations published by the Wall Street Journal on 10/04/2023, “Tax Moves to Consider Now Before 2017 Cuts Expire.” Then encourage your clients to review their tax strategy with you.
- Forward this free link to the WSJ article to appropriate clients
- Follow-up and offer a complimentary financial checkup
- Post a link to the article on social media; offer a free financial checkup
- Set reminders to repost the article on social media periodically
Additional Resources:
With the upcoming changes to estate taxes, also encourage your wealthy clients to review their estate plan with you. Help them avoid a voluntary tax of $400,000 per $1,000,000 of wealth they may be able to shift out of their estate – before the deadline. Click on the pages below for additional tools you can use to start those important conversations with your clients.
