Conclusion
Filing your 2024 taxes will continue to include the new tax
rates set forth with the Tax Cuts and Jobs Act (TCJA) enacted
in 2018 (currently set to expire after December 31, 2025). An
essential part of maintaining your overall financial health is
attempting to keep your tax liability to a minimum.
One of our primary goals is to keep clients informed of the
changes that will be affecting investors. We believe that
taking a proactive approach is better than a reactive
approach—especially regarding income tax strategies!
This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.
We suggest that you discuss your specific tax issues with a qualified tax advisor.
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment advisor. Registration as an investment advisor does not
imply a certain level of skill of training. Wealth Management Strategies and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice.
Sources: www.IRS.gov, turbotax.com; Investopedia.com. Contents Provided by The Academy of Preferred Financial Advisors, Inc 2025 © All rights reserved. Reviewed by Keebler &
Associates.
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