December 13, 2021
8 Year-End Tax Tips To Help Save You Money
1: Tax brackets have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates the...
September 29, 2021
Your Year-End To-Do List
The big guy in the red suit isn’t the only one who should be making a list and checking it twice. With less than 100 days left in the year,...
September 15, 2021
Spend or Save? Using the Child Tax Credit
In March 2021, The American Rescue Plan1 (a $1.9 trillion stimulus package) was passed into law and one of the significant changes it included was...
February 13, 2020
Counting on Emotion: Tax Season Fraud
As tax season rolls around, it’s best to be aware of fraud trends that crop up during this time. This appears to be an especially popular time for...
February 3, 2020
Finding Your Tax Documents
Gathering all of your paperwork to do your taxes can be a daunting task. Did you know the quickest way to get your tax forms from Raymond James is...
October 25, 2019
Housekeeping: December 20, 2019 Deadline
Mark your calendars! If you are planning to make a contribution or take a distribution from one of your accounts for the calendar year 2019 tax...
February 14, 2018
Understanding The New Tax Reform with Jim Kruzan
By now, the new Tax Cut and Jobs Act has been rolled out and many of you may be wondering how you might be affected. In an effort to help clarify the...