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.
Featured Content

Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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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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.