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

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.

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.

Making Your Tax Bracket Work

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

• Articles

  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.

  How to Appeal Your Property Taxes

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

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  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.

  Red Flags for Tax Auditors

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

  View all articles

• Videos

  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?

  View all videos