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  • Tampa Bay Financial Planning
    2531 Landmark Dr Ste 201 Clearwater, FL 33761-3928 T: 727.738.6101 F: 866.692.7298
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5 Benefits of Donating Appreciated Stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Read
Read
Key Requirements for Aging in Place
Remaining at your long-term residence as you age can be an attractive option – but it may require home modifications to accommodate your needs.
Retirement & Longevity
Does Your Business Qualify for This Notable Tax Deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Read
Year-End Tax Tips for Businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
Read
Make Your Final Tax-Saving Moves Before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
Read
Social Security Increases Benefits by 5.9% for 2022
More than 64 million Americans will see the increase in their payments beginning in January.
Retirement & Longevity
Solidify Your Family Legacy by Preparing Your Beneficiaries
Careful planning and open communication is critical for the successful transition of family wealth and values.
Estate & Giving
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The future at your fingertips

Tampa Bay Financial Planning logoTampa Bay Financial Planning logo
  • Tampa Bay Financial Planning
  • 2531 Landmark Dr Ste 201 Clearwater, FL 33761-3928
  • T: 727.738.6101
  • F: 866.692.7298
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Tampa Bay Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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