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

Everything You Need to Know About Tax-Free Gifting

Everything You Need to Know About Tax-Free Gifting

With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.

Counteracting Capital Gains with Tax-Loss Harvesting

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.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

How Income Taxes Work

A quick look at how federal income taxes work.

Your Guide to Inflation Adjustment for 2024 Taxes

Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.

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.

Making the Most of Your Charitable Donations

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

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.

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Perspectives on Tax Planning

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

The Facts About Income Tax

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

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