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

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.

Tax & Estate Strategies for Married LGBTQ+ Couples

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

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

• Articles

  Tax Rules When Selling Your Home

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

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  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.

  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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• Calculators

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  View all calculators

• 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.

  View all videos