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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What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What the New Tax Bill Means for You
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Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.