Callan Family Office 2024 Year-End Planning Guide
Much of 2024 was marked by the economic and market uncertainty that comes whenever both the White House and Congress are in play. Though the elections have concluded, many important tax laws are set to expire at the end of 2025 that have significant impact on taxpayers if no new tax proposals are signed into law beforehand.
That means prudent investors need to take steps now to help mitigate tax implications and better position themselves and their wealth for the future.
As always, Callan Family Office is recommending important considerations for the end of 2024 and future planning for 2025.