Tax Planning Center

• Deductions
• Record Keeping
• Tax Return Preparation and Filing

• How Income Streams Are Taxed in Retirement
  

  Keep your taxes as manageable as possible in retirement.

• Taxes from History You’ll Be Glad You Don’t Have to Pay!
  

  Learn how much more you would have had to pay in taxes if you liked wearing hats, burning candles, or taking a bath!

• Gift Tax: When Your Generosity Should Be Reported to the IRS
  

  Learn how gift taxes work and when you need to file a gift tax return.

• Value-Added Tax & Duty-Free Shopping while Traveling
  

  Plan your next vacation budget better when you understand these taxes.

• Tax Planning Basics
  

  Become confident in planning out how to minimize your tax liability next year.

• Taxes You Can Expect to Pay on Prizes and Sweepstakes
  

  Be prepared and ready to pay taxes on any prize winnings and sweepstakes.