Preparing for the Sunset of the Tax Cuts and Jobs Act . . . What You Need to Know.
Bryan Allee, Executive Vice President & Chief Fiduciary Officer, with Central Trust
With the election behind us, significant tax changes loom on the horizon. Many provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire on December 31, 2025 – unless Congress takes action. Join Bryan Allee for an insightful look at the potential impact of these upcoming tax code changes. In this session, Bryan will explore how the TCJA’s expiration could affect individuals and families, and review legislative proposals that may emerge to replace or modify current provisions. Bryan will also share actionable tax planning strategies to help you prepare for these changes and safeguard your financial future.
Bryan has more than 25 years of experience in the financial services industry. Prior to joining Central Trust Company in 2015, Bryan held positions at Valley View Bank/Valley View Trust Company and Midwest Trust Company.
Bryan’s primary role at Central Trust Company is the oversight of fiduciary services. Working with compliance personnel, he utilizes his legal background and experience to ensure compliance with applicable legal and regulatory requirements.
At the April 2024 Board meeting, the Board approved making the Breakfast Zoom webinar and the live recording of the event available for FREE to members; however preregistration is required.
Pre-registration and payment (via PayPal Account, Venmo bank transfer) for the breakfast must be received by Monday, January 20, 2025. If you have paid for the in-person breakfast and find that you are unable to attend, you may watch the webinar live via the Zoom link or later via the Zoom video recording link. You must request access to the live link by contacting Mary Leuci no later than the day prior to the breakfast.
NOTE: The Zoom video recording will be available upon request for 45 days following the breakfast.
8:00 – 9:30 a.m. for in-person breakfast at the Country Club of Missouri on Forum Blvd ($15.00):
8:30 – 9:30 a.m. the Zoom webinar (free):
