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.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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.

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

• Articles

  Webinar: Navigating the tax landscape and what it means for

  If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.

  Red Flags for Tax Auditors

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

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  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.

  Donating Art: Taxation Abstraction

  The tax rules that govern donating art are complex and confusing. Take a closer look.

  Tax Deductions You Won't Believe

  Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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