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Tax Resources

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.

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Explore our video resources for quick, easy to understand explanation of tax topics, options, and tips to help you protect what matters most.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may…
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

How the gains from the sale of a primary residence are taxed has changed in…
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

By any measure, the tax code is huge. It is over 2,000 pages long, and…
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Home Mortgage Deduction

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

The Facts About Income Tax

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

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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