Tax | Charles Patrick O'Connor

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.

Making Your Tax Bracket Work

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

Have A Question About This Topic?

The Facts About Income Tax

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

Navigating the New Tax Bill: Business Owner Tips

The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Finding Tax Relief Following a Catastrophic Loss

While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

Planning Moves to Consider Before Year-End | 2026

Use these key moves to finish 2026 with purpose and prepare for the year ahead.

So You've Inherited Some Property...

Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.

Election Results Key to Estate Tax Changes in 2025

The outcome of November's presidential and congressional elections will be key to potential estate tax changes in 2025.

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.

How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

View all articles

Making Your Tax Bracket Work

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

The Facts About Income Tax

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

View all videos

Articles

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

So You Won the Lottery

Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.

Four Financial Resolutions (and Simple Ways to Keep Them)

Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Navigating the New Tax Bill: Business Owner Tips

The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

Washington Policy Research: Key Takeaways from the Tax Bill

Just before the July 4 holiday, Congress passed a significant piece of tax legislation, coined the One Big Beautiful Bill.

View all articles
Videos

Making Your Tax Bracket Work

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

The Facts About Income Tax

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

View all videos