2025 Tax Info

As we welcome a new year, updated tax tables and inflation adjustments come into effect. Please refer to the producer and consumer tax guides below for an overview of the changes for 2025. These resources are designed to equip you with the necessary information to offer sound financial advice in the coming year. 

The Tax Cuts and Jobs Act (TCJA) is also set to sunset in 2026, with many wondering if its provisions will be allowed to expire in 2026. To help clients navigate this uncertainty, read the article by Michelle Owens, which addresses whether the TCJA will continue benefitting taxpayers. 

Additionally, we have linked resources for minimizing taxes in retirement and focusing on building tax-advantaged assets to reduce “voluntary taxes” your clients might be paying.