Tax Planning

We've compiled a comprehensive collection of tax planning resources to help you manage your taxes and prepare for the upcoming tax season. Explore the topics below to find practical tools, educational insights, and up‑to‑date information designed to support your tax strategy and strengthen your financial plan.

Watch the Replay from our 2026 Tax Planning Webinar

We partnered with LPL Financial’s Government Relations Team on March 26 for our tax planning webinar. Watch the replay below!

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Tax Planning Resources

Tax Snapshot: 2025-26

Key tax deadlines and important dates in one quick‑reference view.

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Retirement Contributions

Updated IRA and employer plan limits, thresholds, and catch‑up rules to support your savings decisions.

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Quick View Tax Guide: 2025-26

A fast, side‑by‑side look at tax rates, deductions, retirement rules, and estate and gift tax limits.

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Tax Planning (eBook)

A simple guide to tax brackets, deductions, credits, and planning strategies for the year ahead.

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Strategic Tax Guidance

Proactive tax planning is a key part of effective financial management. At 4Point Wealth Management, we help you:

Understand how smart tax strategies can support your long‑term goals
Identify opportunities to reduce or defer certain taxes through strategic decisions
Manage taxes through tax‑efficient investing and thoughtful planning
Review your tax situation regularly to stay ahead of potential impacts
Keep more of your wealth working toward your future through intentional preparation

Tax References: IRS Forms & Publications

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

2026 Important Deadlines

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Tax Forms

A full set of downloadable forms from the IRS

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Tax Publications

A full set of downloadable publications from the IRS

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Tax Rates

Tables to enable you to find your federal marginal income tax rate

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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.

Need Help Navigating Your Tax Strategy?

If you have questions about any of these tax resources or how they apply to your financial plan, we’re here to help. Reach out to our team anytime.

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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Articles

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work 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.

Tax Rules When Selling Your Home

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

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Calculators

Federal Income Tax

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

Social Security Taxes

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

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

Comparing Investments

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

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Videos

Making Your Tax Bracket Work

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

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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