fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
Other
Other Guides
Tax Planning
Important Tax Concepts & Numbers Roth Conversions Capital Gains And Losses, Dividends, And Asset Sales Tax Returns Tax Payments & Pay Stub Review Basis Issues Stock Options, RSUs, And ESPP 1031 & 1035 Exchanges NUA QBI TCJA Sunset
Insurance Planning
Annuities Life Insurance Long-Term Care Insurance Health Insurance & Medicare Disability Insurance Property & Casualty Insurance
New Laws
Secure Act 2.0 TCJA Sunset
Estate Planning & Charitable Giving
Creating An Estate Plan Reviewing An Estate Plan Closing An Estate Creating A Charitable Giving Plan Charitable Giving Strategies
Cash Flow, Budgeting, And Debts
Cash Flow & Budgeting Debts & Mortgages
Important Life Events & Decisions
Buying & Selling A Home Buying A Vehicle Moving Marriage & Divorce Children Aging, Death, And Illness
College Planning & Student Loans
529 Accounts College Planning & Student Loans
Client Meetings & Client Service Calendar
Client Meetings Client Service Calendar (Jan + Feb) Client Service Calendar (Mar + Apr) Client Service Calendar (May + Jun) Client Service Calendar (Jul + Aug) Client Service Calendar (Sep + Oct) Client Service Calendar (Nov + Dec)
IRAs & Retirement Plans
Traditional & Roth IRA Contributions Traditional & Roth IRA Distributions Inherited Traditional & Roth IRAs Roth Conversions Pensions 401(k) Plans SEP & SIMPLE IRAs
Non-Retirement Accounts & Assets
Brokerage Accounts Annuities 529 Accounts HSAs Rental Real Estate
Investment Review & Market Events
Investment Review Market Events
Working/Accumulation
Careers & Employment Business Owners & Self-Employment
Retirement/Decumulation
Preparing for Retirement Social Security Medicare RMDs
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
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.
Go Back
Category:
New Laws, Tax Planning

TCJA Sunset Provision Issues

Updated 1/1/2024

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

Related Guide: TCJA Sunset Provision Comparison Guide

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 checklist, you can start having meaningful conversations with your clients about steps that can be taken now, and after the sunset occurs, to ensure they are making the most of their tax planning goals and needs.

This checklist covers important tax planning factors to consider before and after the TCJA sunset provision occurs, such as:

  • The effect on one’s budget and cash flow.
  • Potential changes in one’s retirement contribution strategy.
  • Proactive planning strategies regarding required minimum distributions (RMDs) and the sale of other taxable assets..
  • Business owner considerations regarding purchases and the Section 199A QBI deduction.
  • Estate planning and gifting strategy considerations.
  • How portfolio allocations might change after the sunset provision occurs.
Related Guides
TCJA Sunset Provision Comparison Guide
Category: New Laws, Tax Planning

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close