Tag: Steven Candelario

TCJA Sunset Provisions

Preparing for Change: Strategic Tax Planning for High-Income Earners Ahead of TCJA Sunset Provisions

Written by: Stephen Candelario, CPA As key provisions of the Tax Cuts and Jobs Act (TCJA) approach sunset, high-income earners find themselves at a pivotal moment. Post-2025, several advantageous provisions are set to expire. This article explores the significant changes…
Continue reading “Preparing for Change: Strategic Tax Planning for High-Income Earners Ahead of TCJA Sunset Provisions”…
education planning 529 plans

Navigating the Future of Educational Planning: Enhancements to 529 Plans Under the SECURE 2.0 Act

Written by: Stephen Candelario, CPA As parents, we all dream of providing the best education for our children. But with escalating education costs, planning for their future education can often seem daunting. Fortunately, there are now tools available, such as…
Continue reading “Navigating the Future of Educational Planning: Enhancements to 529 Plans Under the SECURE 2.0 Act”…