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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Is Tax Reform on the Agenda?

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

You May Need to Make Estimated Tax Payments If…

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.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.