Tax Strategies

One thing’s for sure – taxes aren’t going away, even though tax rates and policies do change. When we’re crafting long term strategies for achieving your goals, we’re also thinking about how taxes impact your plans. We try to build in flexibility so that as tax laws change, we have options to manage tax implications. We’re happy to work with your tax advisor to get the best results for you.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Tax Rules When Selling Your Home

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

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Tax Strategies

Related Content

What Is a 1035 Exchange?

Tax Rules When Selling Your Home

Capital Gains Tax Estimator

What If You Get Audited?

Have a Question?