Skip to content
Make an appointment
18
july
Menu
Home
About Us
About Us
Ellen Dean
Adam J. Ponton
Katie Ponton
About Raymond James
Our Approach
Our Approach
Our Process
Why Work With a CFP®
Our Services
Our Services
Business Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Education Planning
Medicare Insurance
About You
About You
Families and Individuals
Healthcare Professionals
Retirees
Teachers
Police and Firefighters
Resources
Resources
WorthWhile
A Closer Look
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Phoenix Location
1118 E Missouri Ave.
Suite B3
Phoenix, AZ 85014-2710
T: 602.266.9200
F: 602.266.7474
TF: 800.521.2620
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Topic
Business Owners
Media
Article
Checklist
Infographic
What the ‘One Big Beautiful Bill Act’ means for your finances
The new legislation likely has implications for all federal tax-filers in the United States.
Read
Tax Planning
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Read
Retirement & Longevity
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Read
Tax Planning
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
View
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.
Read
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Read
Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Read
Tax Planning
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.
Read
Tax Planning
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Read
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Read
Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Read
Tax Planning
Load more
Load more