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

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?

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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.

• Articles

  What If You Get Audited?

  The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

  Red Flags for Tax Auditors

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

  What Do Your Taxes Pay For?

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

  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.

  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.

  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.

  View all articles

• Calculators

  Home Mortgage Deduction

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

  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