Tax

Understanding tax strategies and managing your taxes should be part of any sound financial plan. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent planning, you may be able to manage the impact of taxes on your financial future.

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Red Flags for Tax Auditors

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

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How to Appeal Your Property Taxes

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

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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.

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^{Preferred Wealth Management, Preferred Financial Group and Preferred Group do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.}

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