Tax | Barbish Financial Group

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?

Simple Strategies for Tax-Intelligent Cash Flow

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

A Quick Guide to Charitable Trusts

Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.

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.

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.

Tax & Estate Strategies for Married LGBTQ+ Couples

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

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.