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With a new administration in 2025, there is a lot of uncertainty surrounding the future of the TCJA and its sunset provision. While there are no guarantees, we may see some major changes to tax laws this year. Because of this, we have decided to not update this guide for the 2025 tax year. We are keeping our eyes and ears out for further tax law developments and will be prepared to update our guides should any new laws become finalized.
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Tax Planning

TCJA Sunset Provision Comparison Guide

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Updated 12/1/2023

Related Guide: What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?

Many clients have enjoyed the lower tax brackets brought about by the TCJA. However, the current tax brackets are expected to change at the end of 2025 when the TCJA sunsets. Are you and your clients prepared for this?

With this summary guide, you can quickly navigate the upcoming tax changes that will take place at the end of 2025 and start having conversations with your clients about how their tax planning needs might change. This summary guide covers some key comparisons of the TCJA and Post-TCJA tax numbers, such as:

  • Ordinary income, long-term capital gains, and trust tax brackets.
  • The standard deduction, and the return of personal exemptions and the personal exemption phaseout (PEP).
  • Specific changes to itemized deductions (e.g., SALT, mortgage interest, deductibility of advisory fees, PEASE limitations, etc.) and the child & other dependent tax credits.
  • Alternative minimum tax (AMT) and estate & gift tax lifetime exemptions

For client-facing email copy, click here.

Related Guides
Important Numbers
Category: Tax Planning
Important Milestones
Category: General, Tax Planning, Insurance Planning
AGI/MAGI Summary Guide
Category: Tax Planning
What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
Category: Tax Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: General, Tax Planning, Assets and Investment Planning
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning

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