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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
How Income Taxes Work
A quick look at how federal income taxes work.
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
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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.
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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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.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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