Navigating The TCJA Sunset Provisions (May 7, 2024)

Members, looking for a way to introduce TCJA tax planning opportunities to your clients or prospects? Download our TCJA guides to get the conversation started:

• What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
• TCJA Sunset Provision Comparison Guide

In collaboration with Holistiplan, watch the replay below where you’ll hear from the fpPathfinder Guide Creator Chris Granger, CFP® and Holistiplan VP of Customer Success and Engagement Ben Birken, CFP® as they discuss the real-world applications of these guides as well as how to leverage the fpPathfinder and Holistiplan integration.