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.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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.

Filing Final Tax Returns for the Deceased

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

• Articles

  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.

  Tax & Estate Strategies for Married LGBTQ+ Couples

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

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  Filing Final Tax Returns for the Deceased

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

  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.

  View all articles