loyal2law
Level 1
08-05-2025
06:29 PM
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Is there any indication when the Tax Planner tool will be updated to incorporate all of the changes stemming from OBBB, including SALT caps, major changes to the energy efficient/electric vehicle credits, the Premium Tax Credit, to name a few. There are serious gaps between the tax planner tool/report and what tax planning should point out to clients as far as strategizing/planning. Does anyone know what we should be expecting and when?
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