To help you navigate the year ahead, we’ve created the 2025 Tax Reference Guide, a comprehensive resource with:
Our guide is designed to simplify tax decisions and support you in making the most of 2025.
As always, please keep us apprised, in writing, of any changes to your personal/financial situation or investment objectives. Also, if you would like to add or modify, any reasonable restrictions to our investment advisory services, please contact us so we may evaluate and properly manage your account(s) and service you. We shall continue to rely on the accuracy of information that you have provided.
Advisory services provided by TFO Wealth Partners, LLC. Legal and tax information is general in nature. TFO Wealth Partners is not engaged in the practice of law or accounting; always consult an attorney or tax professional regarding your specific legal or tax situation. We believe this information provided is reliable, but do not warrant its accuracy or completeness. It is provided for informational purposes only and should not be construed as legal or tax advice. Laws may change pursuant to the new administration’s legislative agenda.
325fWP – 2025.01
