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.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Federal Income Tax

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

• Articles

  How to Appeal Your Property Taxes

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

  “Dirty Dozen” Tax Scams to Watch For

  Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

  Donating Art: Taxation Abstraction

  The tax rules that govern donating art are complex and confusing. Take a closer look.

  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.

  Red Flags for Tax Auditors

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

  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.

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• Calculators

  Social Security Taxes

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

  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.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  View all calculators