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?

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.

Tax & Estate Strategies for Married LGBTQ+ Couples

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

Federal Income Tax

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

• Articles

  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.

  Filing Final Tax Returns for the Deceased

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

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  Tax Rules When Selling Your Home

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

  How to Appeal Your Property Taxes

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

  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.

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• Calculators

  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.

  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?

  View all videos