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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Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here's a breakdown of how the federal government spends your tax money.
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Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
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Use this calculator to assess the potential benefits of a home mortgage deduction.