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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Perspectives on Tax Planning

Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year

Strategies for Estimated Tax Payments

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

You May Need to Make Estimated Tax Payments If…

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.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

So You Won the Lottery

Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.

Take the Headaches Out of Tax Season

How to make your life go a little bit smoother as you prepare your returns during the coming tax season.

How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

IRA's: To Convert or Not To Convert

Is it nobler to suffer the slings and arrows of your traditional IRA? It depends on your circumstances.

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.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year

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