Tax Strategies

Having tax strategies while investing is a good tool to have when you are planning your finances. There are many ways of implementing these strategies. From reducing your tax able income through IRA or other tax deferred vehicles to tax loss harvesting. We will also work with your tax professional or one that we can recommend for you so that we can use strategies that best fit your situation. Strategies include, but not limited to:

  • IRAs, employer plan (401ks, 403bs, etc.)
  • HSA Accounts
  • College Savings Accounts
  • Charitable Donations from your IRA
  • Investments with tax advantages
  • Tax Gain/Loss Harvesting
  • Gifting

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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The Facts About Income Tax

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