2025 Tax Planning Guide

Year-round strategies to make the tax laws work for you

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To take advantage of all available breaks, you first need to be aware of which tax breaks you are eligible for and implement strategies to maximize those opportunities while staying compliant with tax laws. For example, the Tax Cuts and Jobs Act (TCJA), which took effect six years ago, still plays a major role in tax planning, but many provisions are set to expire after 2025. You may want to act now to secure tax savings before changes occur. 

This guide provides an overview of some of the key tax provisions you need to be aware of. It offers a variety of strategies for minimizing your taxes in the current tax environment.

This guide covers topics highlighting: 

    • Income & Deductions
    • Family & Education
    • Investing
    • Business
    • Retirement
    • Estate Planning
    • Tax Rates

Use it to identify the best ones for your particular situation with your tax advisor, who also can keep you apprised of any new tax law developments that might affect you.