What the Latest Tax Law Changes Mean for You This Year

Each year brings a few adjustments to the tax landscape, and this season is no different. Some of the recent updates may create new opportunities, while others could simply change how certain strategies work. Either way, staying informed helps you make wise, confident decisions as you prepare to file. To make this easy, Sherwood recorded a short 12-minute video walking through the changes that are most relevant to our clients and the planning conversations we’re having right now. Our goal is not just to keep you up to date, but to help you see how these updates fit into your overall financial picture.

More Than Just Filing a Return

At GCA, we believe taxes are not a once-a-year event — they’re an ongoing part of your financial plan. The decisions you make today can influence your retirement income, your investment strategy, and the legacy you’re building for your family. In this brief update, Sherwood highlights a few key areas where we’re seeing potential impact, along with planning opportunities that may be worth a conversation. It’s not about reacting to headlines — it’s about making thoughtful, long-term decisions that align with your goals.

A Few Minutes Now Can Make a Meaningful Difference

As you gather your documents and prepare to meet with your tax professional, this video is a simple way to step back and view this year’s return through the lens of your broader plan. When your tax strategy and your financial plan are working together, you’re better positioned to keep more of what you’ve worked so hard to build.

Watch Sherwood’s 12-Minute Tax Update

Let’s Talk About What This Means for You

Every client’s situation is unique, which is why tax planning is most valuable when it’s personal. If you have questions about how these changes may affect you — or if you’d like to explore planning opportunities before you file — we’d welcome that conversation.

Schedule a time to meet with our team, and we’ll walk through it together with the same thoughtful, long-term approach that guides everything we do.