2017 Year-End Tax Planning

Certain tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals.

Investment Strategy

Don't Take a Bath on Wash Sales

December 5, 2017

Be mindful of how – and when – losses are used to offset gains.


Offset Taxes with Retirement Account Contributions

September 21, 2018

Consider using tax-advantaged accounts to help lower your tax bill.


Year-End Tax Planning on the Verge of Reform

October 16, 2017

As the White House and Congress mull over potential tax changes, consider these actionable strategies.

Business Owners

Year-End Tax Tips for Businesses

December 4, 2018

Improve your bottom line with these tax mitigation strategies.


Prep Now, Fret Less

December 3, 2018

Don’t procrastinate when it comes to prepping for tax season.


The Timeless Tradition of Charitable Giving

November 26, 2018

As 2018 wanes, consider the many ways charitable giving can brighten a holiday season.


Check This List – Twice – Before Year-End

October 16, 2018

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.


Social Security Increases Benefits by 2.0% for 2018

October 18, 2017

More than 66 million Americans will see the 2.0% increase in their payments beginning in January of 2018.


Your Year-End Tax Planning Checklist

October 24, 2018

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.