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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.

Making Your Tax Bracket Work
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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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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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.

  • Articles
  • Calculators
  • Videos

Tax Rules When Selling Your Home

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

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.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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.

View all articles

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Investments

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

Social Security Taxes

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

Tax Freedom Day

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

Federal Income Tax

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators

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?

View all videos

  • Articles

    Tax & Estate Strategies for Married LGBTQ+ Couples

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

    How to Appeal Your Property Taxes

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

    Understanding Marginal Income Tax Brackets

    An inside look at how marginal income tax brackets work.

    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.

    Red Flags for Tax Auditors

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

    View all articles

  • Calculators

    Federal Income Tax

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

    Social Security Taxes

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

    Comparing Investments

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

    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.

    Home Mortgage Deduction

    Use this calculator to assess the potential benefits of a home mortgage deduction.

    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

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

Send an Email

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