(937) 886-1442 Home About Us Resource Center Client Center Tools Contact 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. Featured Video The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Have A Question About This Topic? Name Email Question Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? Five Most Overlooked Tax Deductions Five overlooked tax deductions to help manage your tax bill. 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. ARTICLES CALCULATORS VIDEOS Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative. Filing Final Tax Returns for the Deceased The federal government requires deceased individuals to file a final income tax return. 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. What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money. Five Most Overlooked Tax Deductions Five overlooked tax deductions to help manage your tax bill. 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 Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.