Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Make your final tax saving moves before Dec 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
How different types of investment income are taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
Tax Planning
Protect yourself and your parents from tax fraud
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
Tax Planning
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning