Tax | The Lombardo Pearce 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.

Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year

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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.

Everything You Need to Know About Tax-Free Gifting

With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Ratcheting Up: Inflation Adjustments to Your 2023 Taxes

The IRS has raised the limits for gifting, retirement contributions, and other areas of critical importance to you.

How Income Taxes Work

A quick look at how federal income taxes work.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Everything You Need to Know About Tax-Free Gifting

With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.

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.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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