As we move into 2025, staying on top of changes in tax law can help you make informed decisions for minimizing your taxes. LLME’s Tax Planning Guide offers a wide variety of strategies to help you reduce your tax burden while keeping in compliance with the law.
Here’s what’s covered:
- Tax Planning Basics
- Investing
- Real Estate
- Business & Executive Compensation
- Family & Education
- Charitable Giving
- Retirement
- Estate Planning
Why Planning Now Matters
While many tax-saving provisions from the Tax Cuts and Jobs Act (TCJA) are still in effect, many of these key provisions are set to expire after 2025. Now is the time to explore strategies that can help lock in savings before potential changes take place. Additionally, the results of the recent election could have a significant impact on future tax laws, making it even more critical to stay ahead of possible changes.
Our Tax Planning Guide will help you understand the most effective strategies to time income, expenses, and deductions to maximize your tax benefits.
We’re Ready to Help You Every Step of the Way
Take a moment to explore our Tax Planning Guide and see what strategies might benefit you. Reach out to your LLME advisor or give us a call at (858) 455-1200 to discuss the best options for your specific situation and how to make the most of tax-saving opportunities this year and beyond.