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Financial Tools

These calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.

General Tax Policy

Voters In Three States Will Confront The Consequences Of Earmarking Tax Dollars

Earmarking tax dollars comes with a price, giving today’s voters the power to decide how tomorrow’s state tax dollars will be spent. Is that power worth it?...

Taxpayers Who Lost Their Charitable Deduction Only Modestly Reduced Donations

Starting in 2018, the Tax Cuts and Jobs Act of 2017 (TCJA) dramatically raised the standard deduction, reducing the number of filers who reported their......

The Government Is Funded For Ten Weeks; Congress Will Be Back Soon

Biden signs short-term spending bill....

Congress Failed To Raise Taxes On Millionaires. Now States Are Trying.

President Biden’s plan to raise taxes on very high-income households died in Congress. But the idea of lives on. Initiatives on November ballots in California......

Keeping The Government Open

Senate passes stopgap spending bill, House will vote today....

Cannabis Tax Revenue Is Down In Some States—And Maybe That’s Okay

After years of growth, some states saw cannabis tax collections decline for the first time in fiscal year 2022. But, while politicians occasionally promote marijuana......

Hitting The Road; Making Good Use of Time and Money

Getting ready to get out of town....

Why Congress Should Restore The Expanded Child Tax Credit In A Lame Duck Session

In 2021, Congress enacted sweeping legislation that temporarily cut child poverty nearly in half . A key feature was the expanded child tax credit (CTC),......

A Stopgap Government Funding Bill Advances

The bill stripped the Manchin provision....

States Can Help Reduce the Burdens of Harmful Fines and Fees. Here’s How.

Thanks to surging tax revenues and an unprecedented infusion of federal aid, many states cut taxes over the past two years by lowering individual income tax rates, expanding tax credits, or sending...

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