Tampa Office

201 North Franklin Street,

Suite 3000
Tampa, FL 33602

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Have A Question About This Topic?

Thank you! Oops!
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Take the Headaches Out of Tax Season

Take the Headaches Out of Tax Season

How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

U.S. Deficit Peaked in 2024; Set to Decrease in 2025

The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

Data Centers At Risk of Becoming Political Liability

Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

View all articles

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos