Tax Planning

Strategic tax planning is crucial when seeking maximum earnings and minimal tax payments. It involves utilizing available tax deductions, making wise choices regarding income and expenses, and staying prepared for changes in tax laws. Good tax planning is essential for pursuing your financial goals efficiently.

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.

The Facts About Income Tax

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

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.

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.

Calculators

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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.

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.

1. Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.

2. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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