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?

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax & Estate Strategies for Married LGBTQ+ Couples

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

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

• Articles

  What's My 2023 Tax Bracket?

  Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

  Tax Rules When Selling Your Home

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

  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.

  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 Deductions You Won't Believe

  Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

  Red Flags for Tax Auditors

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

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• Calculators

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  Social Security Taxes

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

  Home Mortgage Deduction

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

  Federal Income Tax

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

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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