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

What the Inflation Reduction Act Means to You

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.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

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

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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.

So You've Inherited Some Property...

Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How Income Taxes Work

A quick look at how federal income taxes work.

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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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