Webinar: Tax Planning in 2025 based on Election Results by Ideas by Mike, LLC

About This Webinar

Join us for an exclusive look into how recent election results may shape your financial future over the next three years! We'll break down the anticipated changes in federal income tax laws under the new administration, including key updates to individual and business taxes, trade policies, and the potential economic impact.

What We’ll Cover:

-2025 Transition Year: Key Tax Cuts and Jobs Act provisions prepare to sunset.
-2026 Major Expiration: Individual tax rates, deductions, and credits could shift.
-Proposed New Tax Plan: Potentially impactful changes for individual and business taxes, Social Security, and more.

This essential update will prepare you for what lies ahead in tax planning. Don't miss this opportunity to learn how to make informed decisions for a more secure financial future!

One of a Kind Financial Planning: Our comprehensive approach to Tax, Retirement Income, Investment, Long-Term Care, and Legacy Planning can help you live a life tailored to your unique goals.

Secure Your Spot Now!

S. Michael Milligan

CFP®, AIF®, AIC

I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age.

She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them.