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.
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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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
IRA's: To Convert or Not To Convert
Is it nobler to suffer the slings and arrows of your traditional IRA? It depends on your circumstances.
So You Won the Lottery
Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.
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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
November Wealth Strategies
Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.
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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.
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