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Ways & Means Mark-Up Released

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Deduction Limits Coming in 2027

New Section 162(m) Deduction Limits Coming in 2027

Tax Reform Proposal

COVERING ALL BASES: TAX REFORM PROPOSAL “CHEAT SHEET”

Estate and Income Tax Planning

Estate and Income Tax Planning for 2025 and Beyond

Planning with Purpose Trusts

You Don’t Have to be a Rock Climber to Leave a Lasting Legacy: Planning with Purpose Trusts

Disclosure

Carrie Hall is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #1615785), AZ, CA (CA Insurance License #0B31329), CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Carrie Hall is licensed and authorized to offer insurance in California and Arkansas, but CARRIE HALL & ASSOCIATES FINANCIAL AND INSURANCE SERVICES may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Carrie Hall is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6710 N Scottsdale Rd Ste 160, Scottsdale, AZ, 85253, 480-840-2039. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Carrie Hall is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VT, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Carrie Hall is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Charles Tucker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0H76080), CT, FL, IA, ID, IN, KS, MA, NJ, NV, OK, TN, TX, UT, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Charles Tucker is licensed and authorized to offer insurance in California, but CARRIE HALL & ASSOCIATES FINANCIAL AND INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Charles Tucker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6710 N Scottsdale Rd Ste 160, Scottsdale, AZ, 85253, 480-371-3365. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, ID, IN, KS, MA, NJ, NV, OK, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Charles Tucker is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, ID, IN, KS, MA, NJ, NV, OK, TN, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

CARRIE HALL & ASSOCIATES FINANCIAL AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CARRIE HALL & ASSOCIATES FINANCIAL AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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