0N-DEMAND FINANCIAL PLANNING WEBINAR

How Upcoming Tax Rate Hikes Impact Your Financial Plan: What to Do Before 2026

With the onset of the Secure Act 2.0 coinciding with the expiration of the Tax Cuts and Jobs Act, it’s more crucial (and confusing) than ever to have a tax-efficient financial plan in place. Why?

Without one, in 2026, taxes are likely to go up as many of the tried-and-true strategies to reduce taxable income come off the table for high-income professionals.  

Join us as we identify the major changes approaching taxpayers in the next 24 months and walk through potential changes we could see following the presidential election.  Nick Johnson, CFA®, CFP®, President & Chief Investment Officer at Willis Johnson & Associates, presents an in-depth analysis of how today’s professionals can expect their taxes to evolve in the coming months and offers actionable strategies that may lessen their impact before these changes take hold.  

This webinar also addresses the top concerns of our clients, including:  

  • Tax Planning Challenges & Strategies: 2026 is the year where the two laws collide and tax brackets shift – What can you do today to make the most of the current laws and minimize your future tax liability?  
  • 2024 Presidential Election: Both candidates have tax policy on the ballot this fall – How will each candidate’s plan impact your tax bill this year and beyond?  
  • Retirement Planning & Savings Strategies: With the changes to retirement plans, contributions and catch-ups, and tax brackets coming soon, how should you pivot your saving strategies to reach your retirement goals?  

Watch now by filling out the form. 

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