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.

What's My 2023 Tax Bracket?

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

• Articles

  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.

  You May Need to Make Estimated Tax Payments If…

  Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

  What Do Your Taxes Pay For?

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

  Red Flags for Tax Auditors

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

  How Income Taxes Work

  A quick look at how federal income taxes work.

  Tax & Estate Strategies for Married LGBTQ+ Couples

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

  View all articles

• Calculators

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  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.

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

  Social Security Taxes

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

  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