Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals.
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.
Wealth management tends to be both complex and interdependent, and almost every financial action may have tax consequences. One of the many benefits of working with the team at Cornerstone is that our professionals stay current on the ever-changing tax environment - a key component necessary to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies.
2017 Form 1099 mailing schedule and information about Tax Snapshot, delayed Form 1099s, and amended Form 1099s
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Table to enable you to find your federal marginal income tax rate
Review the latest Social Security changes and see if your Social Security income is taxable.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.