Webinar Summary: Navigating Expiring Tax Provisions & the Current Market Landscape

February 13, 2025

The Lumsden McCormick webinar Navigating Expiring Tax Provisions and the Current Market Landscape took place on February 12, 2025 via Zoom. The key topics discussed included the expiration of TCJA provisions, higher tax rates, changes in standard deduction and personal exemptions, return of certain deductions, the impact of the Alternative Minimum Tax (AMT), and retirement plan provisions and tax credits. The event also featured a financial market update. Read a summary of the presentation here.

Presenters

Amanda Ornowski, CPA – Tax Principal, Business Tax | Family Wealth and Estate Planning
Austin Robare, CPFA – Financial Advisor, Lumsden McCormick Financial Services

Resources

Presentation Slide Deck

Watch Webinar Recording (on YouTube)

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If you need any further details or have any specific questions related to your business or personal finances, contact Maria Gambacorta, Director of Marketing.

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