Skip to content
T:
704.442.0047
F:
704.442.0123
Map & Directions
Map & Directions
X
Menu
Home
About Us
About Us
Philip Bailey
Joshua Bailey II
Leslie Allison
Why Work With a CFP
What Makes Us Different
In The Community
About Raymond James
Who We Serve
Who We Serve
Families & Individuals
Retirees
Pre Retirees
Sudden Wealth
Women Investors
Business Owners
Healthcare Professionals
How We Serve
How We Serve
Our Approach
Visualize Your Future
Financial Planning
Retirement Planning
Investment Strategies
Portfolio Management
Estate, Charitable Giving & Trust
Risk Management
Sustainable Investing
Contact
Resources
Resources
Commentary and Insights
Client Access Videos
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Living Your Legacy
Living Your Legacy
Career
Community
Family
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
WorthWhile
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Muirfield Wealth Advisors
6101 Carnegie Blvd.
Suite 550
Charlotte, NC 28209
T: 704.442.0047
F: 704.442.0123
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Tax Planning
Topic
Business Owners
Taxes
Media
Article
Checklist
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
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
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Read
Tax Planning
Make your final tax-saving moves before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Read
Tax Planning
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Read
Tax Planning
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Read
Tax Planning
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Read
Business Ownership
Is It Time to Bust a (Tax) Move?
1/25/2019
New federal tax rules may pique an interest in moving to a tax-friendlier state.
Read
Tax Planning
Load more
Load more
