203 TCJA Sunset - Are You Prepared?
Finance & Business | Registration opens 12/3/24 9:00 AM EST
Unless Congress, the Tax Cuts and Jobs Act (TCJA) 2017 will “sunset” on Dec. 31, 2025, and NOW is the time to prepare!
Why should you care? Taxpayers could see higher income tax brackets, the standard deduction could be cut almost in half, and the estate and gift tax exemption could also be massively reduced, and that’s just the beginning!
In this class, you’ll gain a better understanding of:
- The critical elements of the TCJA to consider,
- The income tax rate implications of the TCJA sunset,
- Tax deductions and credits to consider,
- How to utilize the estate and gift tax exemption, and to plan to make the most of your tax strategy.
Caroline Friedrich
Caroline Friedrich, CPA, CFP® is a financial advisor with a focus on retirement and tax planning. She founded Hillvale Wealth Management, LLC in 2024. She graduated from the University of Tennessee with an accounting degree and completed the Master of Accountancy Program with a tax concentration. Caroline spent a decade in Big 4 public accounting where she consulted with high-net-worth clients on tax compliance and planning strategies. Caroline provides fee-only investment advisory services and comprehensive financial planning as a fiduciary. Caroline lives in Knoxville with her husband and 3 daughters.