The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?

Complete Wealth Management With Dave Alison

Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises to equip you with the strategies you need to triumph over the incoming tax shifts that could affect your bottom line.
We're at a pivotal moment as the sunset phase of the Tax Cuts and Jobs Act looms, stirring the waters of the tax world. You'll discover why this year and next year are critical for anyone paying taxes, as we delve into what the reduction in standard deductions and hike in tax brackets could mean for your wealth.
Our experts dissect the nuances of advanced planning methods that could shield your income and prepare you for the financial reverberations of these changes. Business owners, retirees, and high income professionals alike will find invaluable insights to stay ahead of the curve.
Lastly, we pull back the curtain on sophisticated estate planning tactics in response to the evolving tax code. Hear real-world applications of how lifetime giving trusts and irrevocable trusts can fortify your legacy against the impending reduction of gift and estate tax exemptions. We'll also explain how survivorship life insurance policies can be a game changer in your financial arsenal. By the end of this episode, you'll be equipped with the foresight to craft a legacy that not only survives the taxman but thrives for generations to come.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

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1. Tax Cuts Sunsetting Provisions and Wealth Management Impact (00:00:00)

2. Tax Changes Impacting Everyone in 2026: Standard Deduction & Tax Brackets (00:13:11)

3. Strategic Tax Planning for Higher Rates: Accelerating Income & Roth Conversions (00:21:07)

4. Tax Planning Strategies for Business Owners Prior to 2026 (00:32:04)

5. Qualified Business Income Deduction (QBI) Changes (00:36:17)

6. Bonus Depreciation Changes for Business Owners (00:38:42)

7. Gift and Estate Tax Exemption Planning Strategies Using Trusts Such as SLATs (00:43:39)

8. Survivorship Life Insurance to Pay Estate Tax (00:53:39)

9. Child Tax Credit Reduction (00:56:32)