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.

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?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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.

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.

The “One Big Beautiful Bill" Act: How It May Impact You

Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

Taking Advantage of Tax-Loss Harvesting

There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

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.

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.