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Taxes
Welcome to my Taxes page. I'm happy to review your tax situation and develop personalized tax strategies that not only minimize your tax burden, but also align with your long-term financial goals.
To support your efforts, a range of resources are offered such as in-depth articles, easy-to-use calculators, and videos on tax-related topics. These tools are designed to enhance your understanding of tax planning and provide ongoing support in making informed financial decisions.
Articles
Calculators
Downloadables
Pocket Tax Guide - Tax Calendar
From eligible deductions to limits, changes, and deadlines, how can I decipher the annual tax updates?
We’ve attached this handy quick reference guide that outlines key tax information for 2024 so as you look to the year ahead, you have the right information.
Resource Library
VIDEOS
Learn about what makes a fruitful retirement, tax planning, IRA’s, life insurance and more.
NEWS
Learn more about what's happening in the market with our Monthly and Quarterly Market Insights.
EVENTS
Be a part of our "Education Series" of events featuring a variety of Seminars, Workshops, and Webinars.
"Will my nest egg SURVIVE
through retirement???"
This article will explain the "Five Primary RISKS" in Retirement Income Planning.
Read it today and take a step forward towards retiring with confidence!


Thomas J. Gilliam, Jr., CFP® ,