The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025. Join Larry Pon, CPA to learn means possible tax planning moves before December 31, 2025 and how to be prepared for different tax planning strategies in 2026. Larry will also share insights how you need to be prepared for major changes in estate planning such as the expected reduction in the lifetime exclusion. Larry will also address the expected reduction in the standard deduction and how clients will need to itemize on Schedule A.
Learning Objectives:
- Identify tax and financial strategies that should be considered before December 31, 2025.
- Review tax and financial planning considerations in 2024 and 2025.
- Learn what expiration of the TCJA means to your clients.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.