In this episode of The Balance Sheet, host Nick Brown is joined by Managing Partner Brian Sak to explore the potential tax law changes coming in 2025. With the Tax Cuts and Jobs Act set to expire, key provisions like the estate tax exemption, individual tax rates, and deductions such as the Qualified Business Income (QBI) and state and local tax (SALT) deductions are all at risk of reverting to pre-2017 levels.

Nick and Brian discuss what these potential changes could mean for high-net-worth individuals and business owners, emphasizing the importance of proactive estate and wealth transfer planning. They dive into strategies to mitigate tax burdens, the role of interest rates in estate planning, and the impact of legislative shifts on long term financial goals.

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Erscheinungs­datum: 7.2.2025, 18:04:22