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 to Appeal Your Property Taxes

How to Appeal Your Property Taxes

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

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

What Do Your Taxes Pay For?

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

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Do You Owe The AMT?

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.

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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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.

Making Your Tax Bracket Work

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

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