The 2025 CFP® Professionals Taxes Survey
Tax rules are complex and ever-changing. Leveraging them effectively is critical to achieving financial and life goals.
A financial planner, particularly a CERTIFIED FINANCIAL PLANNER® professional, considers tax implications and seeks tax efficiency as they develop strategies to help clients achieve their financial goals. 2025 will bring significant tax changes as key provisions of the Tax Cuts and Jobs Act of 2017 (TCJA), signed into law by President Trump in his first term, expire on December 31.
Reviewing the TCJA’s provisions provides an opportunity to reconsider tax benefits associated with investment advice, advisory fees and portfolio management costs eliminated with the 2017 law. Reestablishing or expanding these tax benefits could make professional financial advice more accessible to middle-class Americans.
The 2025 CFP® Professionals Taxes Survey examines how taxes affect CFP® professionals in serving their clients and the impact of potential TCJA changes.
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