Tax season is here—and whether you're doing your own returns or working with a professional, a small amount of strategic planning stage can truly pay off.

By becoming familiar with the intricate and ever-changing tax laws and regulations, you can make the best decisions to optimize your tax situation and potentially reduce the amount of taxes you owe.

That's why we're offering our free guide, Tax Planning in 2025: A User-Friendly Guide.1 This popular publication is put together each year by our team of experts and covers the most important tax issues for individuals and small businesses. You'll find detailed explanations of the key issues most taxpayers face, broken up into four distinct sections:

  • Investments
  • Healthcare and Education
  • Retirement Planning
  • Charitable Giving & Estate Planning

If you have $500,000 or more, fill out the form to get your free report today!

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.