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.

Featured Video

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?

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.

Traditional IRAs vs. Roth IRAs: What's the Difference?

Which individual retirement account is right for you? It depends on your circumstances.

• Articles

  Taking Advantage of Tax-Loss Harvesting

  There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

  Navigating the New Tax Bill: Business Owner Tips

  The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

  Red Flags for Tax Auditors

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

  So You've Inherited Some Property...

  Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.

  How to Appeal Your Property Taxes

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

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  View all articles

• Videos

  Making Your Tax Bracket Work

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

  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