Barring an act of Congress and bi-partisan agreement, the tax code is set to revert to provisions set prior the 2017 Tax Cuts & Jobs Act. To get a sense of what that may look like, we have published a comparison table to illustrate the changes.  

We continue to build out our tax planning resources in this area. You can use the link below to access the comparison table. We also hosted a webinar on the subject earlier in the year (a link to which can also be found below). A new, Considerations Guide is also available below.

If you have interest in the subject matter or wish to discuss how these changes could impact your situation, please do not hesitate to contact us for a review. By providing a copy of your tax return, we can generate some meaningful analysis for our next review together.