This Sunset Marks the End of Key Tax Benefits

The Tax Cuts and Jobs Act of 2017 is sunsetting.  Help clients prepare.

Estate tax exemptions are going down. Income taxes are going up. The deadline is coming.

The NEW Sunsetting the Tax Cuts and Jobs Act (TCJA) flyer summarizes the tax legislation changes and points out opportunities for clients and their estates. It includes an estate review checklist to help them get started and encourages them to speak with their financial professional.

Talk to clients ASAP to make sure they don’t miss out on the valuable tax benefits the TCJA gives them.