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John G. Adams, CFP®

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Tax

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.

 
 
 
Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

How Income Taxes Work

A quick look at how federal income taxes work.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Tax Rules When Selling Your Home

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

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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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Home Mortgage Deduction

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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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.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Making Your Tax Bracket Work

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

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