Tax Strategy and Planning

A little advance planning and strategy can make tax filing — and your tax bill — a lot more digestible.

Tax planning guides

Federal Income Tax Calculator: Return and Refund Estimator 2023-2024

Estimate your potential bill or refund with our free income tax calculator. Just plug in your wages, deductions, and credits, and the calculator will quickly project your 2023-2024 federal taxes.

Tax Planning: 7 Tax Strategies and Concepts to Know

IRS Announces 2024 Tax Brackets, Updated Standard Deduction

12 Tips to Lower Your Tax Bill

Learn about taxes on investments

Learn about taxes on real estate

Why State Residency Matters for Your Taxes

Spending time out of state could have tax implications. Establishing your domicile can help you avoid paying extra.

Capital Gains Tax on Home Sales: How Taxes on Real Estate Work

Property Tax: Definition, and How to Calculate Taxes on Real Estate

What Is a 1031 Exchange? Definition and Rules

Taxes on gifts

Inheritance Tax: What It Is, Rates, and How to Avoid It

An inheritance tax is a fee that some beneficiaries pay when receiving assets or money from someone who has died. There is no federal inheritance tax but several states levy one.

Gift Tax: How It Works, Changes to 2024 Annual Limits and Exclusions

Do I Have to Pay Taxes on Game Show Winnings and Prizes?

Estate Tax: Definition, Tax Rates and Who Pays

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