While most eyes right now are on the tax year 2023 deadline, we believe it is worth reviewing the changes coming for next year’s taxes, filed in 2025.

Scroll down for our overview of this information, which could have a big impact on your financial game plan!

On that note, now is an excellent opportunity to strategically maximize your investments. If you have questions or want to dive deeper into this, Vann Equity Management is here to help!

Reach out anytime to our professional investment advisors!

214-983-0346

Disclosure

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The information herein should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.  Tax laws and regulations are complex and subject to change, which can materially impact investment results. Additional tax rules not discussed herein may also be applicable to your situation.  

Past performance is no guarantee of future results.  All investments are subject to risk, including the possible loss of the money you invest.

The data and information set forth in this presentation has been compiled and prepared from sources we believe to be reliable, however, we make no representations, warranties or guarantees as to its accuracy or completeness, nor has it been reviewed, approved or verified by the Securities and Exchange Commission or any state securities regulatory agency. However, its accuracy, completeness or reliability cannot be guaranteed. The information contained herein is not to be construed as a solicitation or an offer to buy or sell any securities, or related financial instruments Vann Equity Management disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources.

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