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Carillon Branch-32E
880 Carillon Parkway
St. Petersburg, FL 33716
O: 800.235.3898
F: 727.567.8349
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Checklist
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.
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Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
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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.
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Tax Planning
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
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Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
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Tax Planning
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
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Tax Planning
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.
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Tax Planning
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
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Tax Planning
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.
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Tax Planning
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
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Business Ownership
How different types of investment income are taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
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Tax Planning
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