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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The Facts About Income Tax

The Facts About Income Tax

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

Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Perspectives on Tax Planning

Perspectives on Tax Planning

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

An Expat's Guide to U.S. Taxes

Working overseas? You won't escape the clutches of the IRS. But you may be able to ease the burden.

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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.

How to Appeal Your Property Taxes

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

What the Inflation Reduction Act Means to You

Although there are more IRS agents in the Inflation Reduction Act, there are also more credits and opportunities to utilize.

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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.

Making Your Tax Bracket Work

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

Perspectives on Tax Planning

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

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