Tax Season Resources

Consider these strategies and insights for making the most out of the current tax season.


Mitigating the Medicare Surtax

February 23, 2017

Smart strategies can help high-income earners reduce their Medicare taxes and overall tax bill.


Laying the Groundwork for Tax Season

February 20, 2017

Smart moves at the beginning of tax season can help get your financial house in order.


Double-Check Before Filing Your IRS Return

February 20, 2017

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties.


Tax Act Implications for Education Savings

January 9, 2018

Learn about the new qualified tuition expenses, gifting limits, and rollover provisions for 529 plans.


Opportunity Blooms in Tax Season

March 28, 2016

Whether you get a refund, or end up owing, you have options.


Strategies for Paying an Unexpected Tax Bill

March 1, 2017

If you're surprised by a tax bill, consider ways to pay without interrupting your financial plan.


Done Deal: Tax Bill Takes Effect

January 11, 2018

Ed Mills, Washington Policy Analyst, breaks down the major components of the new tax legislation.