Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Savvy Tax Moves for Year's End

Savvy Tax Moves for Year's End

After a tough year in the markets, tax strategies like tax-loss harvesting and Roth conversions can help ease the pain.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

Savvy Tax Moves for Year's End

After a tough year in the markets, tax strategies like tax-loss harvesting and Roth conversions can help ease the pain.

Your Guide to Inflation Adjustment for 2024 Taxes

Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.

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Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos