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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five overlooked tax deductions to help manage your tax bill.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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.
An inside look at how marginal income tax brackets work.
The federal government requires deceased individuals to file a final income tax return.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.