Tax Season Resources

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

Taxes

Planning for Proposed Tax Changes

February 24, 2017

The new administration has proposed reform that may potentially impact individual income taxes, transfer taxes, and business income taxes.

Taxes

Opportunity Blooms in Tax Season

March 28, 2016

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

Taxes

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.

Taxes

Mitigating the Medicare Surtax

February 23, 2017

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

Taxes

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.

Taxes

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.