The Tax Cuts and Jobs Act (TCJA) was signed into law in 2017, introducing many changes to the U.S. tax code with significant estate and income tax implications. Without affirmative congressional action, many of these provisions will expire at the end of 2025. In our latest planning note, we have provided a summary of what’s due to change, as well as guidance on steps you may want to take now vs. those that can wait until we have more clarity on the outlook.
