Tax | Bo Ivey

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.

The Facts About Income Tax

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

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Making Your Tax Bracket Work

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

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.

Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year

Ratcheting Up: Inflation Adjustments to Your 2023 Taxes

The IRS has raised the limits for gifting, retirement contributions, and other areas of critical importance to you.

Everything You Need to Know About Tax-Free Gifting

With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.

Making the Most of Your Charitable Donations

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

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.

Savvy Tax Moves for Year's End

After a tough year in the markets, tax strategies like tax-loss harvesting and Roth conversions can help ease the pain.

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

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