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  • Orlando
    301 E. Pine St., Suite 1100 Orlando, FL 32801 D: 407.246.8885 TF: 800.426.7449 F: 407.648.5942
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    2333 Ponce de Leon Blvd., Suite 500 Coral Gables, FL 33134 D: 305.461.6659 TF: 800.523.3295
    Map and Directions Map and Directions
  • Jacksonville
    245 Riverside Ave Ste 500 Jacksonville, FL 32202-4927 D: 904.273.2675 T: 904.858.4100 F: 904.858.4086 TF: 800.363.9652
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Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
View
Read
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
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
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
Read
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Read
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Family & Lifestyle
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning

The future at your fingertips

Pluris Wealth ManagementPluris Wealth Management
  • Orlando: 301 E. Pine St., Suite 1100 Orlando, FL 32801
  • D: 407.246.8885
  • TF: 800.426.7449
  • F: 407.648.5942
  • Map & Directions
  • Map & Directions
  • Coral Gables: 2333 Ponce de Leon Blvd., Suite 500 Coral Gables, FL 33134
  • D: 305.461.6659
  • TF: 800.523.3295
  • Map & Directions
  • Map & Directions
  • Jacksonville: 245 Riverside Ave Ste 500 Jacksonville, FL 32202-4927
  • D: 904.273.2675
  • T: 904.858.4100
  • F: 904.858.4086
  • TF: 800.363.9652
  • 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.

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