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Irvine, CA 92618

Alex Wahba

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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.

 
 
You May Need to Make Estimated Tax Payments If…

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.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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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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