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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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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

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

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How to Appeal Your Property Taxes

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

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.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How Income Taxes Work

A quick look at how federal income taxes work.

Red Flags for Tax Auditors

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

What’s My 2024 Tax Bracket?

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

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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