Brandon S. Pepe, CFP®, Financial Advisor

2319 Whitney Avenue, Suite 5A
Hamden, CT 06518

203.288.2990 x139

Tax

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.

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Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

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

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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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.

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