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Unexpected tax bill? Avoid compromising your long-term plan

Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.

Tax Planning

Have you hired the right tax accountant?

Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.

Tax Planning

Life-changing events change your taxes, too

Review how six major life events can impact your federal return..

Tax Planning

Mitigating surtaxes faced by high-income earners

Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.

Tax Planning

Laying the groundwork for tax season

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

Tax Planning

Opportunity blooms in tax season

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

Tax Planning

Tax-efficient strategies for investment properties

Capital gains tax deferral on investment property sales.

Tax Planning

Hidden benefits of 529 plans

Beyond education savings, these plans can work for you - not just your kids.

Family & Lifestyle

Trim your future tax bill by thinking ahead

Don’t procrastinate when it comes to prepping for tax season.

Tax Planning

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