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Resources

The Planning Mindset Podcast

Financial planning is more than just investing.

A Podcast hosted by Jeanine Beratta, JD, MBA

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Tax Resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

  • Tax Calendar: Important Tax Dates for Individuals
  • Tax Forms: A full set of downloadable forms from the IRS
  • Tax Publications: A full set of downloadable publications from the IRS
  • Tax Rates: Tables to enable you to find your federal marginal income tax rate