These downloadable charts provide clear, side-by-side comparisons of current tax law, the proposed changes in H.R. 1 and how the Senate Finance Committee’s proposal aligns or diverges with H.R. 1. They are designed to help tax and financial planning professionals quickly assess key provisions, prepare for potential impacts on clients and spotlight opportunities for financial planning strategies.
Resources
PFP Considerations Across 2025 Legislative Proposals
Jun 16, 2025 · 1.4 MB Download
Resource available
Download the PFP Considerations Across 2025 Legislative Proposals
File name: personal-financial-planning-considerations-across-2025-legislative-proposals.pdf
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