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.

 
Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

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

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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