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?

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

Preparation

• 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 Preparation Tips for Smoother Tax Filing
• Post-Tax Filing Tax Planning Checklist
• Should we have a CPA prepare our taxes or use a business tax software program?

Saving Strategies/Tips

• Year-End Gift Tax Planning Essentials
• How You Can Benefit from the Zero Percent Capital Gains Tax
• Tried and True Tips to Lower Your Tax Tab
• Financial Tactics to Consider for the New Year
• 2010 Year-end Tax & Investment Planning Checklist
• Last Minute Tax Savings You Shouldn't Forget
• Time-honored Tax-saving Strategies
• Tax Tips to Consider as the Year Winds Down
• Take Advantage of the Savers Tax Credit
• Year-end and Year-round Tax Planning Strategies (Mp3)

Gifting

• Your Gift of Charitable Giving and Philanthropy for the Holidays
• Giving to Family Members and Friends
• Before the Holidays, Get Those Charitable Donations Lined Up
• Tips for Transferring Wealth to the Next Generation: “The Annual Gift Tax Exclusion”
• How to Cut Your Tax Bill with Charitable Donations

Common Mistakes

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

Tax Refund

• Mental Accounting: Think Twice Before Spending Your Tax Refund
• Think a Tax Refund Loan Sounds Good? Think Again
• What Should You Do With Your Tax Refund?
• 4 Ways to Use Your Tax Refund
• Thinking About a Tax Refund Loan? Rethink Your Refund and Spending Strategy Instead
• We will be getting a large tax return of more than $12,000. How should we use the money?

Additional Resources

• Retirement & Taxes
• 5 Ways to Minimize Taxes in Retirement
• 11 Ways to Make This a Trouble-Free Tax Season
• Favorable Tax Treatment on Roths Set to Expire Dec. 31
• Don't Let Taxes Control Investment Decisions
• Taxes Don’t Take a Honeymoon When You Marry
• When Life Hands You Lemons…Tax Loss Harvest!
• Guide for the Perplexed: Changes Coming for Income and Estate Taxes
• E-file Trend Soon to be Law
• How Long to Keep Financial Documents and When to Discard Them
• At death, does an annuity have a stepped-up basis like common stock?
• What percentage of my inherited property will I have to pay taxes?
• 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 | 2.59MB)