CFPs Caution: 2025 Tax Shifts May Derail Clients’ Financial Plans

The 2025 CFP® Professionals Taxes Survey reveals that 88% of CFP® professionals are concerned about the potential risks to their clients' retirement and financial plans as key provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire on December 31, 2025. CFP Board's survey highlights the significant impact these tax changes could have on clients' financial goals.

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