Upcoming Event Snapshot

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, several of the provisions were set to sunset in 2025 (or before). These expiring provisions will impact both individual taxpayers and businesses. As a result, Congress is likely to consider significant tax legislation next year.

Learn the scope of potential legislation under various election results including how Congress may attempt to modify or eliminate certain tax exclusions, deductions, or credits to raise revenue.

Join us for the Q4 "State of NAIFA" 2024 webinar featuring: 

• Tom Cothron, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.