Year-round tax planning has become the norm for tax professionals and proactive advice is critical during times of change. The primary goal of tax planning is to maximize after-tax wealth while also achieving non-tax goals.

From the sunsetting provisions of the Tax Cuts and Jobs Act (TCJA) to the implementation of SECURE Act 2.0 and new IRS regulations; some notable policy changes will occur at the end of 2025, affecting individuals and businesses alike. Here’s what may impact your finances in the coming years.