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:

• How income tax rates and deductions might be affected
  
• Expected changes in the lifetime exemption for estate and gift tax
  
• Strategies that may help you take maximum advantage of the prevailing tax laws
  
• Why you should act now instead of waiting until 2025
  
• And more
  

Resources: 

• Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
  

Connect with Matt Griffith:

• mgriffith@centurawealth.com 
  
• LinkedIn: Matt Griffith
  

Connect with Roby Kotcamp:

• rkotcamp@centurawealth.com 
  
• LinkedIn: Roby Kotcamp
  

Connect with Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory