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

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

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.

Making Your Tax Bracket Work

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

• Articles

  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.

  Finding Tax Relief Following a Catastrophic Loss

  While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

  Taking Advantage of Tax-Loss Harvesting

  There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

  What's My 2023 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.

  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.

  View all articles

• Videos

  Making Your Tax Bracket Work

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

  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

  View all videos