Advanced Markets 2025 On Demand: Planning on Shifting Ground: Strategies for an Uncertain Tax Future

With the possible 2025 sunset of the Tax Cuts and Jobs Act looming, financial professionals are facing growing uncertainty in tax, estate, and retirement planning. In this session, Brandon Buckingham will walk through key provisions, what’s at stake for high-net-worth and ultra-high-net-worth clients, and how professionals can guide planning conversations today without knowing what tomorrow holds. From exemption reductions to income tax shifts to retirement plan implications, this session will equip you with flexible, durable strategies that can adapt to change.

By the end of this session learners will be able to:

• Understand key provisions of the Tax Cuts and Jobs Act (TCJA) set to sunset in 2025 and their implications for high-net-worth clients.

• Identify potential risks and opportunities in estate, income, and retirement planning tied to tax law changes.

• Explore flexible strategies that can adapt to a shifting tax landscape.

• Gain practical tools to initiate proactive planning conversations with clients amid legislative uncertainty.