VIDEO: Are You Prepared for the Tax Sunset in 2025?

VIDEO: Are You Prepared for the Tax Sunset in 2025?

By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC

Big changes are on the way with the 2017 Tax Cuts and Jobs Act next year. These changes, called the 2025 Tax Sunset, could impact certain people and businesses. It’s essential to understand what’s coming so you can make smart financial planning choices before these changes happen. Watch this quick video that informs you of what you need to know and how to get ready.

About Joe

Joe Dowdall is a CERTIFIED FINANCIAL PLANNER™ professional at Worth Asset Management, a financial services company in Dallas, TX, that provides a wide range of wealth management services. With over 15 years in the financial services industry, Joe is a fiduciary who creates customized financial plans for people nearing or in retirement—to help them build and safeguard their wealth through all life stages. He desires to offer clients the best financial planning experience while developing a friendship based on mutual respect. Joe’s philosophy as a financial planner is rooted in his experience as a teacher, where he learned the importance of explaining complicated concepts in understandable terms. He’s passionate about working with a select group of clients to help them achieve their financial goals with confidence and clarity.

Joe has an education degree from the State University of New York and an MBA in finance from Saint Joseph’s University. In addition, he has obtained the CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Retirement Planning Counselor℠, and Certified College Financial Consultant (CCFC) designations. Joe resides in Frisco, TX, with his wife, Leila, and their two daughters. During his free time, he enjoys traveling with family, exercising, and hiking the national parks. To learn more about Joe, connect with him on LinkedIn.

The information provided is for general guidance and informational purposes only. Please consult with a qualified tax professional for advice tailored to your specific financial situation.