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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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How to Make the Tax Code Work for You
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.
Everything You Need to Know About Tax-Free Gifting
With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.
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.
What the Inflation Reduction Act Means to You
Although there are more IRS agents in the Inflation Reduction Act, there are also more credits and opportunities to utilize.
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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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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