Tax Season Resources

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

Taxes

Mitigating the Medicare Surtax

March 6, 2018

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

Taxes

Laying the Groundwork for Tax Season

March 2, 2018

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

Taxes

Double-Check Before Filing Your IRS Return

March 6, 2018

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.

Taxes

Three Ideas for When the IRS Owes You

March 2, 2018

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

Taxes

Opportunity Blooms in Tax Season

March 2, 2018

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

Taxes

Strategies for Paying an Unexpected Tax Bill

March 2, 2018

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

Economy

Done Deal: Tax Bill Takes Effect

January 11, 2018

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