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.

Have A Question About This Topic?

Thank you! Oops!
You May Need to Make Estimated Tax Payments If…

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.

Tarrifs and Their Economic Impact

Tarrifs and Their Economic Impact

Tariffs have been in the news a lot lately, but do you understand how they work?

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.

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.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Tax Reform Increases Unified Tax Credit for Gifting

October is Financial Planning Month and a good time to check up on your gifting and/or estate strategy.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

View all articles

Federal Income Tax

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

Tax Freedom Day

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

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.

View all calculators

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos