8425 Pulsar Place
Suite 450
Columbus OH 43240
614.785.6600

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.

 
“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Infographic: 2019 Taxes by the Numbers

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

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

 

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

How to Appeal Your Property Taxes

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

How Income Taxes Work

A quick look at how federal income taxes work.

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.

View all articles arrow