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TCJA Preparedness Checklist

ARE YOU READY TO START CREATING A SOLID FOUNDATION FOR THE FUTURE TO HELP YOU MEET YOUR NEEDS, GOALS, AND OBJECTIVES?

BentOak Capital’s Insightful Guide

The anticipated sunset of the TCJA provisions necessitates proactive planning. If you are feeling overwhelmed right now, it’s okay. Know that these changes aren’t happening overnight, but be mindful that they are on the horizon and we do need to be prepared and plan for them. Don’t wait until the end of 2025. Download our TCJA Preparedness Checklist today to learn about how your plan may or may not be affected by the TCJA Sunset and share it with us to discuss what strategies we can preemptively have ready for you as we go through the rest of 2024 and into 2025. 

TCJA Preparedness Checklist

TCJA Preparedness Checklist

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