Policy Shift: Proactive Strategies for Economic, Tax, and Estate Changes
Key updates on taxes, markets, and policies under Trump in 2025
The post-election landscape is here, and significant changes are on the horizon for the economy, capital markets, legislation, and tax policies. With potential shifts in Federal Reserve policy, interest rates, and fiscal legislation, understanding the evolving environment will help you make informed decisions as you reassess your financial goals for 2025.
What We'll Discuss:
- Wealth, presented by Eric Oh – ChFC®, CFP®, ChSNC®: Change is Coming: How to Stay Proactive
- Post-Election Economic Update
- Capital Markets Update
- Fed Policy and Interest Rates
- Tax Policy and Strategy Review
- Tax, presented by David Hilliard – Enrolled Agent: Unknown Fate of the Expiring TCJA
- Individual Tax Rates
- Standard Deduction and Personal Exemptions
- State and Local Tax (SALT) Deduction Cap
- Child Tax Credit and Other Family Credits
- Qualified Business Income (QBI) Deduction
- Estate, presented by Shayla Chavez – Attorney at Law: Protecting Your Assets: Adapting to New Estate Laws in 2025
- 2025 Federal Estate Tax Exemption
- Required Minimum Distribution from Inherited IRAs
- Corporate Transparency Act
- California's Probate Exemption Thresholds Increasing in 2025
- California's Proposition 19
*A recording of the seminar will be e-mailed to those who RSVP.
When:
Tuesday, February 4th, 2025
Dinner 6:00 p.m.
*Seats are limited on a first-come, first-served basis.
Where:
Alta Vista Country Club
777 Alta Vista St, Placentia, CA 92870
Meet Our Panelists:
Eric Oh
ChFC®, CFP®, ChSNC®
Eric is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant® and investment advisor representative at Chatterton & Associates. He firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all. This is achieved by listening to the client’s specific needs, then devising a plan that’s designed to help them achieve long-term success. Client service is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients.
David Hilliard
Enrolled Agent & NTPI Fellow
David has over 10 years of experience in the tax industry. He specializes in representing clients in front of the IRS and other government agencies. Currently, he is serving as President of the California Society of Enrolled Agents. David has a passion for guiding his clients through an increasingly complex tax landscape.
Shayla Chavez
Associate Attorney
Shayla is an Associate Attorney at The Law Offices of James F. Roberts & Associates. With a longtime passion for public service and interest in the practice of law, Shayla began pursuing a legal career at a young age in hopes of bringing meaningful change to the lives of Southern Californian residents as an attorney. Her expertise is in estate planning for families, as well as any related real estate, probate, or Medi-Cal issues that may arise.
