Major or minor tax acts seem to debut nearly every year, compounded by additional regulations and opinions from the Internal Revenue Service (IRS) and rulings from the tax courts. So how do you navigate this complex, shifting, and often confusing maze of tax laws?

More importantly, how do you best take advantage of these changing laws in order to improve your financial life and accomplish your family's dreams?

• Timeless Tax Planning in a Changing Tax World Brochure (PDF | 297KB)

Preparation

• Get an Early Start on Taxes
• Don't Confuse Tax Preparation with Tax Planning
• Just Mailed Your Check to Uncle Sam? Get a Jump on Your Taxes Now
• When Doing Your Own Taxes Makes Sense... and When it Doesn't
• Tax Planning is a Year-Round Activity
• Year-end Tax Planning Checklist

Saving Strategies/Tips

• Trim Your Tax Bill
• Time-honored Tax-saving Strategies
• Tax Tips to Consider as the Year Winds Down
• How to Cut Your Tax Bill with Charitable Donations
• How to Benefit from the American Recovery and Reinvestment Act
• Time to Think About Income Tax Planning
• Year-end and Year-round Tax Planning Strategies (Mp3)

Common Mistakes

• Avoid Common Tax Filing Mistakes
• Beware of Tax Filing Scams
• Tax Blunders to Avoid

Tax Refund

• Thinking About a Tax Refund Loan? Rethink Your Refund and Spending Strategy Instead

Additional Resources

• Don't Let Taxes Control Investment Decisions
• Income Tax Planning Amid Uncertainty
• Filing Your Taxes? Learn More about E-filing
• Time to Harvest Tax Losses
• Are there tax implications to transfer our current Roth IRA into other Roth IRAs?
• How a Financial Planner Can Help You ... and How to Choose the Right One Brochure (PDF | 640KB)