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TAX TALK

Empowering financial professionals with resources on tax readiness

Major federal tax legislation is all but certain to be coming to Washington, D.C., in 2025 that could have major implications on financial planning. NAIFA helps you stay up-to-date on the scope of potential legislation, including how Congress may attempt to modify or eliminate certain tax exclusions, deductions or credits to raise revenue that could impact your business and how you prepare your clients.

NAIFA’s Advocacy Experts
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Diane Boyle,

NAIFA

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NAIFA

Diane Boyle,

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Jayne Fitzgerald

NAIFA

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NAIFA

Jayne Fitzgerald

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Michael Hedge,

NAIFA

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NAIFA

Michael Hedge,

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Dani Kehoe,

DBK Consulting

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DBK Consulting

Dani Kehoe,

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Kevin Mayeux

NAIFA

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NAIFA

Kevin Mayeux

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Pat Raffaniello

Raffaniello & Associates

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Raffaniello & Associates

Pat Raffaniello

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Andrew Rinn

NAIFA Trustee

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NAIFA Trustee

Andrew Rinn

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Scott Sinder

Steptoe, LLP

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Steptoe, LLP

Scott Sinder

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Nick Sutter

Steptoe, LLP

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Steptoe, LLP

Nick Sutter

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Becky Ruby Swansburg

Stonewood Financial

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Stonewood Financial

Becky Ruby Swansburg

Upcoming and Past Webinars

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Post-Election 2024:
The Impact on Insurance and Financial Services

December 3, 2024 | 3:00-4:00 pm ET

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Tax and Estate Planning
Under a New
Presidential Administration

November 12, 2024 | 12:00-1:00 p.m. ET

2025

Preparing for 2025:
Understanding Upcoming
Tax Changes

October 9, 2024

Additional Webinars

Tax Reform Priorities and Politics

June 13, 2024 | Access the Archive

Additional Resources

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National Association of Insurance and Financial Advisors
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Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org