Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
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This Critical Issue Could Cost Wealthy Families if No One Takes Control
As private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
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States With the Highest and Lowest Tax Rates in 2026
State Tax High-tax states aren’t always the most expensive to live in, and low-tax states don’t always mean bigger savings. Here’s how tax burdens really compare across the U.S.
By Kelley R. Taylor
State Tax -
This Counterintuitive Tax Move Could Save You (and Your Heirs) Thousands
Tax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
Integrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Ask the Tax Editor: Questions on Tax Refunds and Penalties
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax refunds, how to get the IRS to abate a penalty and related topics.
By Joy Taylor
Ask the Editor -
Mortgage Rates in 2026 Predicted to Drop: These 3 Signals Tell You It's Time to Buy
Real Estate Taxes April's rate volatility is just the tip of the iceberg. See how your freshly filed tax return and shifting property taxes could dictate home affordability this spring.
By Kate Schubel
Real Estate Taxes -
What Happens if You Missed the Tax Deadline?
Late Filing If you owe the IRS money, filing your tax return late (or never) can cost you penalties and interest.
By Rocky Mengle
Late Filing -
Bigger Tax Refunds Are Here: So Why Do Most People Still Think Their Taxes Are Too High?
Tax Policy As of Tax Day 2026, most Americans say they’re paying too much in taxes, as concerns grow that wealthy individuals and corporations aren’t paying their fair share.
By Kelley R. Taylor
Tax Policy -
5 Treats to Splurge on with Your Tax Refund
Want to use your tax refund to splurge on a little something nice this spring? Here are five treats to make the most out of that extra cash.
By Rachael Green
