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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“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

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

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

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

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.

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.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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.

How Income Taxes Work

A quick look at how federal income taxes work.

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Making Your Tax Bracket Work

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

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