Lisa Mrkall, CPA of Tronconi Segarra & Associates provided a timely, strategic overview of the proposed 2025 tax legislation—along with insights from her guest expert Nicholle Overkamp, ChFC®, CDFA®, CEO of Wilcox Financial Group, on how these updates may affect your financial plan.
Whether you're a business owner, high-income earner, or focused on preserving family wealth, this webinar will help you stay ahead of the curve and plan with purpose.
Key Topics Include:
• Key highlights from the President’s proposed tax changes
• Impacts for individuals, business owners, and families
• Time-sensitive planning windows and compliance concerns
• Wealth transfer and gifting strategies worth exploring now
• Opportunities for tax-efficient investing, retirement, and succession planning
You can find a copy of the presentation here:
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By: Tronconi Segarra & Associates LLP
Title: 2025 Tax Law Changes & Financial Planning Impacts What You Need to Know Now
Sourced From: www.youtube.com/watch?v=Xc9S05qRV_I
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