Skip to content

Sample Advisor Site

Raymond JamesRaymond James
  • Home
  • Blog
  • Test Blog
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Corporate Retirement Plans
    • Corporations
    • Family Offices
    • Healthcare Professionals
    • Money Managers
    • NonProfits
    • Foundations Endowments and Nonprofits
    • LGBTQ+ Clients
    • Private Wealth
    • Sudden Wealth
    • Women
  • Test Podcast
  • Services
    • Services
    • Our Process
    • Alternative Investments
    • Estate, Charitable Giving & Trust
    • Sustainable Investing
    • Banking and Lending Solutions
    • Business Planning
    • Corporate Retirement Plans Consulting
    • Education Planning
    • Financial Planning
    • Fixed Income Services
    • Institutional Consulting
    • Investment Banking
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Prime Brokerage & Custody Services
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • About Us
    • About Us
    • Jane Smith
    • Raymond Smith
    • Jay B. Jones III
    • John Barry
    • Khoi Bui
    • Our Investment Philosophy
    • Private Wealth Advisor
    • Why Work With an AIF®
    • Why Work With a CFP
    • About Raymond James
  • Resources
    • Resources
    • Commentary and Insights
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Living Your Legacy
      • Living Your Legacy
      • Family
      • Career
      • Community
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • WorthWhile
    • Subscribe to our Insights
    • Client Access Videos
    • Technology
      • Technology
      • Digital Prospect Engagement
      • E Delivery
  • Contact Us
    • Contact Us
    • Contact With Times
    • Event RSVP
    • Refer Us
    • Second Opinion
    • Worthwhile Subscription Request
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Raymond James Web Services
    880 Carillon Pkwy Tower 4 Saint Petersburg, FL 33716-1102 T: 727.567.1000 F: 866.597.3988
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
  • Topic
    • Business Owners
    • Taxes
  • Media
    • Article
    • Checklist
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
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Read
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
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Read
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Read
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
Read
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
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
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
Is It Time to Bust a (Tax) Move?
1/25/2019
New federal tax rules may pique an interest in moving to a tax-friendlier state.
Tax Planning
twitterfacebooklinkedininstagramspotify

The future at your fingertips

Sample Advisor Site

Raymond JamesRaymond James
Schedule a meeting
  • Sample Advisor Site
  • Raymond James Web Services: 880 Carillon Pkwy Tower 4 Saint Petersburg, FL 33716-1102
  • T: 727.567.1000
  • F: 866.597.3988
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.