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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Perspectives on Tax Planning

Perspectives on Tax Planning

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

Take the Headaches Out of Tax Season

Take the Headaches Out of Tax Season

How to make your life go a little bit smoother as you prepare your returns during the coming tax season.

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.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Finding Tax Relief Following a Catastrophic Loss

While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

Filing Final Tax Returns for the Deceased

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

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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

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Making Your Tax Bracket Work

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

Perspectives on Tax Planning

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

The Facts About Income Tax

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

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