Below you'll find a list of all posts from July, 2025
As we near the end of 2025, taxpayers face a unique opportunity—one that may disappear with the sunset of the Tax Cuts and Jobs Act (TCJA). Among the most powerful moves available to those looking to reduce long-term tax burdens is a Roth conversion. For many individuals, converting pre-tax retirement accounts to Roth IRAs in 2025 could be a smart …
As 2025 approaches, high-income earners find themselves at a critical tax planning crossroads. The pending expiration of key provisions of the Tax Cuts and Jobs Act (TCJA) means that many favorable tax strategies may disappear by January 1, 2026. For those with substantial incomes, business interests, or complex financial lives, the time to act is now. When your marginal tax …
The Tax Cuts and Jobs Act (TCJA), passed in 2017, ushered in sweeping changes to the U.S. tax code—reducing tax rates, doubling the standard deduction, limiting certain itemized deductions, and increasing estate tax exemptions. But many of these provisions were temporary, and without congressional intervention, they are set to expire at the end of 2025. If Congress allows the TCJA …
