2025 Tax Survival Guide

A Resource for Understanding Potential Tax Law Changes

New tax legislation proposals—like “Trump’s Big Beautiful Bill”—have raised questions about what may change for income, investments, estate plans, and business strategies. These shifts may affect high earners, retirees, and business owners in different ways. 

What’s Inside: 

✔️ A summary of proposed tax law changes and how they might affect income, estate planning, and capital gains
✔️ Questions to bring to your next conversation with a financial or tax professional
✔️ A scenario-based example of thoughtful tax planning
✔️ A practical checklist for reviewing key areas before year-end
✔️ Suggestions for collaborating with advisors across disciplines 

This Guide May Be Helpful If You’re: 

• Approaching or currently in retirement and evaluating your tax outlook 

• Managing a business and reviewing deductions, income timing, or entity structure 

• Revisiting estate plans and legacy goals in light of possible changes 

• Seeking clarity around how legislation could affect your broader financial picture 

Download the 2025 Tax Survival Guide to explore how the proposed changes could impact various areas of financial planning and identify potential considerations for the months ahead.