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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What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.