Turning Tax Law Changes into Strategic Planning Opportunities for Families

H.R.1 enhancements to Child Tax Credit, education assistance, and dependent care benefits Key takeaways for high-net worth families Permanent, Indexed Child Tax Credit (CTC) now offers predictable, inflation-adjusted relief, allowing multi-year planning to preserve eligibility and optimize tax liability. Enhanced Employer Education Assistance – A permanent, inflation-indexed $5,250 exclusion for tuition reimbursement and student loan … Continue reading Turning Tax Law Changes into Strategic Planning Opportunities for Families