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.

The Facts About Income Tax

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

Featured Presentation

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Tax Freedom Day

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

Tax Rules When Selling Your Home

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

Home Mortgage Deduction

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

Have A Question About This Topic?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

How to Appeal Your Property Taxes

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

Red Flags for Tax Auditors

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

View all articles

Federal Income Tax

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

Tax Freedom Day

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

Social Security Taxes

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

View all calculators

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations

The Facts About Income Tax

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

Office:	(434)528-4645
Toll-Free:	(800)628-1172
Fax:	(434)528-2501