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.
Articles
What’s My 2024 Tax Bracket?
Every Year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below is the IRS's latest adjustments for the 2024 tax year-including tax brackets and standard ded... ...more
Tax
December 31, 2023•0 min read
Capital Gains Tax When Selling Your Home
When you sell your home, you may be liable for capital gains tax if it has appreciated in value over your ownership period. ...more
Tax
December 31, 2023•0 min read
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. ...more
Tax
December 31, 2023•2 min read
Tax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. ...more
Tax
December 31, 2023•3 min read
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. ...more
Tax
December 31, 2023•4 min read
Tax Rules When Selling Your Home
How the gains from the sale of a primary residence are taxed has changed in recent years. ...more
Tax
December 31, 2023•2 min read
Videos
What’s My 2024 Tax Bracket?
Every Year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below is the IRS's latest adjustments for the 2024 tax year-including tax brackets and standard ded... ...more
Tax
December 31, 2023•0 min read
Capital Gains Tax When Selling Your Home
When you sell your home, you may be liable for capital gains tax if it has appreciated in value over your ownership period. ...more
Tax
December 31, 2023•0 min read
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. ...more
Tax
December 31, 2023•2 min read
Tax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. ...more
Tax
December 31, 2023•3 min read
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. ...more
Tax
December 31, 2023•4 min read
Tax Rules When Selling Your Home
How the gains from the sale of a primary residence are taxed has changed in recent years. ...more
Tax
December 31, 2023•2 min read
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