Tax Season Resources

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


An Important Tax Change for Pass-Through Businesses

March 27, 2019

Learn whether you qualify for this new and significant deduction.


Double-Check Before Filing Your IRS Return

January 24, 2019

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.


Mitigating the Medicare Surtax

March 6, 2018

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


Three Ideas for When the IRS Owes You

February 12, 2019

Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.


Strategies for Paying an Unexpected Tax Bill

February 26, 2019

Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.


Laying the Groundwork for Tax Season

January 17, 2019

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


Opportunity Blooms in Tax Season

February 12, 2019

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