Tax Planning Center

• Deductions
• Record Keeping
• Tax Return Preparation and Filing

• Owning Stocks Affects Your Taxes
  

  Get ready for tax season by understanding how owning and selling stocks can affect your taxes.

• Don’t Freak Out! You Can File an Amended Tax Return
  

  Find out how to file an amended tax return and regain peace of mind after Tax Day.

• 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.