Protect yourself and your parents from tax fraud
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
Tax Planning
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
![Read](/-/media/rj/common/resources/taxes/strategies-for-paying-an-unexpected-tax-bill.jpg)
![Read](/-/media/rj/common/resources/taxes/mitigating-surtaxes-faced-by-high-income-earners.jpg)
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
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
![Read](/-/media/rj/common/resources/taxes/an-important-tax-change-for-pass-through-businesses.jpg)
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
![Read](/-/media/rj/common/resources/business-owners/year-end-tax-tips-for-businesses.jpeg)
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
![Read](/-/media/rj/common/resources/taxes/trim-your-future-tax-bill-by-thinking-ahead.jpg)
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
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.
Tax Planning
How different types of investment income are taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
Tax Planning
3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning