Tax | Baird's Tupelo Office

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.

Making Your Tax Bracket Work

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

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Perspectives on Tax Planning

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

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.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Finding Tax Relief Following a Catastrophic Loss

While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

What the Inflation Reduction Act Means to You

Although there are more IRS agents in the Inflation Reduction Act, there are also more credits and opportunities to utilize.

Making the Most of Your Charitable Donations

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

Make the Most of Your Required Minimum Distributions

New regulations around Required Minimum Distributions can help you get even more out of your assets.

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