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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Making Your Tax Bracket Work

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

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.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

How to Appeal Your Property Taxes

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

• Articles

  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.

  How Income Taxes Work

  A quick look at how federal income taxes work.

  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.

  “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.

  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.

  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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• Videos

  Making Your Tax Bracket Work

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

  View all videos