Newsletters and Tax Reports
Year-End Tax Planning Guide 2025
One Big Beautiful Bill, 2026 Depreciation & Expensing Updates, Smart Tax Moves for Year-End, Q4 (Year-End) Financial Checklist, Top 8 Tax Time Reminders
Tax Newsletter Spring 2025
Strategic tax planning and guidance for managing your taxes during retirement. Find tactics to help lower your taxable income, learn whether your Roth IRA is really tax-free, and test your knowledge on tax-savvy investing.
From the Desk of Gordon Wollman
Gordon looks back on market and economic highlights and “lowlights” of 2025. What events will be remembered? Most importantly, what did we learn?
Cornerstone Wrapped 2025
From professional milestones to community moments, 2025 was full of growth, impact, and connection! You’ll find year-end messages from advisors, annual highlights, and pictures in Cornerstone Wrapped.
Insights Newsletter July 2025
IN THIS ISSUE: What’s going on with Tariffs? The One Big Beautiful Bill. Addressing the Need for Easier & More Affordable Tax Preparation. Is a trust right for your family?
Insights Newsletter March 2025
Bridging Generations: Talking About Family Finances
What’s Your Money Mindset?
Making the Most of Your Tax Refund
Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
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