Tax Planning


 Tax-Liability Reduction Strategies 

  Review Realized Gains

  Carry-Forward Losses Management

  Tax-Loss Harvesting

   Deductions and Credits 

   Potential Roth Conversion 

   Health Savings & Flexible Spending Accounts 


Cortburg Retirement Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Tax Deductions You Won't Believe

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.
Learn More
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax When Selling Your Home

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.