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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Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Perspectives on Tax Planning

Perspectives on Tax Planning

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

Tax & Estate Strategies for Married LGBTQ+ Couples

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

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Everything You Need to Know About Tax-Free Gifting

With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Ratcheting Up: Inflation Adjustments to Your 2023 Taxes

The IRS has raised the limits for gifting, retirement contributions, and other areas of critical importance to you.

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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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