2025 Tax Bill Updates: What Financial Advisors Need to Know Now
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Date:
Webinar Replay Description
Major tax changes are on the horizon—are you prepared to guide your clients through them?
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Reconciliation to pass bills in Congress can only be used 1 time each fiscal year. Section 199A is one thing that may be affected under the new administration.
- Stephen F.
Learned a lot about the 199A Deduction, which was great!
- Elizabeth L.
Stepped-up basis may be at risk, tax planning item to defer paying state taxes on a 2025 Roth Conversion until Jan 2026 if cap on SALT is lifted
- James M.
Very helpful information on what to look for with this new administration, with explanation of what the possible pros and cons are. It was also helpful to understand a little better about the legislative process and what the strategies may be.
- Monica B.
Reconciliation to pass bills in Congress can only be used 1 time each fiscal year. Section 199A is one thing that may be affected under the new administration.
- Stephen F.
Learned a lot about the 199A Deduction, which was great!
- Elizabeth L.
Stepped-up basis may be at risk, tax planning item to defer paying state taxes on a 2025 Roth Conversion until Jan 2026 if cap on SALT is lifted
- James M.
Very helpful information on what to look for with this new administration, with explanation of what the possible pros and cons are. It was also helpful to understand a little better about the legislative process and what the strategies may be.
- Monica B.
2025 Tax Bill Updates: What Financial Advisors Need to Know Now 02-06-2025
Attendees Comments:
Reconciliation to pass bills in Congress can only be used 1 time each fiscal year. Section 199A is one thing that may be affected under the new administration.
- Stephen F.
Learned a lot about the 199A Deduction, which was great!
- Elizabeth L.
Stepped-up basis may be at risk, tax planning item to defer paying state taxes on a 2025 Roth Conversion until Jan 2026 if cap on SALT is lifted
- James M.
Very helpful information on what to look for with this new administration, with explanation of what the possible pros and cons are. It was also helpful to understand a little better about the legislative process and what the strategies may be.
- Monica B.