Taxes

Smart tax planning could help you better navigate tax season. Read our tax tips and the answers to frequently asked questions.

Tax Season Tax Questions

Tax Planning 2025: Key Updates to Know

Important annual tax information to help inform your financial planning conversations for the year

Tax Time? Don’t Miss These Self-Employment Tax Deductions

Freelancer? Entrepreneur? Here are a few common deductions to look out for during tax season.

There’s Still Time to Reduce Your 2024 Taxable Income: 3 Tips to Consider

Don’t forget about these potential tax deductions.

Get Ready for Tax Season

Start the tax-filing season with confidence

Don’t Miss These Tax Breaks for Homeowners

Mortgage interest, state and local taxes, and more

Tax Deductions vs. Tax Credits: What’s the Difference?

Tax deductions and tax credits can help reduce the amount of taxes you owe, but they work in different ways.

Standard Deduction vs. Itemized Deductions: What’s the Difference?

Both can help lower your taxable income – find out which might be right for you.

Got a Bonus From Work?

Learn how bonuses are taxed.

5 Things You Can Do With Your Tax Refund

Here are some ways you could put that money to work toward your financial goals.

What Is the Standard Deduction for 2024-2025?

The standard deduction amount is typically adjusted each year for inflation

What Are Estimated Tax Payments?

Get the basics of how estimated tax payments work.

What Is the Federal Estate Tax?

Learn the basics of the federal estate tax.

4 Tips to Help You Choose a Tax Preparer

It’s important to work with a qualified, reliable, and experienced tax professional.

How to Amend a Federal Tax Return

Made a mistake on your tax return? Here’s how to file an amended return.

Done With Taxes?

Keeping tax records organized can make it easier to find your documents if you ever need to respond to the IRS.

Working From Home? 3 Key Tax Questions to Ask

WFH has its perks but it’s important to be aware of the potential tax issues.

IRS Audits: What You Need to Know

Audits are rare and not as scary as you might think.