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!
What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

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

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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.

How to Appeal Your Property Taxes

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

What’s My 2024 Tax Bracket?

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

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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.

View all articles