Tax

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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The Facts About Income Tax

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

Take the Headaches Out of Tax Season

How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

Washington Policy Research: Tariff Revenue Offsets the Costs

According to Strategas, tariffs implemented so far this year are expected to offset the cost of the tax cuts.

Washington Policy Research: Tariff Revenue Offsets the Costs

According to Strategas, tariffs implemented so far this year are expected to offset the cost of the tax cuts.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Election Results Key to Estate Tax Changes in 2025

The outcome of November's presidential and congressional elections will be key to potential estate tax changes in 2025.

Tariffs and Trade Post-SCOTUS Ruling

Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Navigating the New Tax Bill: Business Owner Tips

The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

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The Facts About Income Tax

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

Making Your Tax Bracket Work

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

View all videos

Articles

Washington Policy Research: Key Takeaways from the Tax Bill

Just before the July 4 holiday, Congress passed a significant piece of tax legislation, coined the One Big Beautiful Bill.

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

How Income Taxes Work

A quick look at how federal income taxes work.

Data Centers At Risk of Becoming Political Liability

Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

Tax Strategies You Might Be Missing Out On

How year-round tax planning decisions can impact your return come tax season.

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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.

View all videos