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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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
What’s My 2024 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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