Tax | Matthew Duran

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

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

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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.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Keep More, Grow More: 5 Tax-Efficient Investment Strategies

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

Tax Strategies to Help Maximize Returns and Minimize Burdens

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Building a Plan: Tax Strategies for Retirement Income

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

How Income Taxes Work

A quick look at how federal income taxes work.

Income Tax Strategies to Help You Live Your Ideal Retirement

Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

View all calculators

Making Your Tax Bracket Work

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

The Facts About Income Tax

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

View all videos

Articles

Give Me a (Tax) Break: Tax Implications for Charitable Trust

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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.

Tax Rules When Selling Your Home

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

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.

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Calculators

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

View all calculators
Videos

Making Your Tax Bracket Work

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

The Facts About Income Tax

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

View all videos