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.
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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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Washington Policy Research: Trump's Tariffs Face Legal Risk
Trump's tariffs face real legal risks, but the administration has a back-up plan.
2024 Election Implications For Tariffs & Tax Legislation
Republicans secured a sweep in the 2024 election. However, slim majorities in Congress have implications for tax legislation.
Taking Advantage of Tax-Loss Harvesting
There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.
Two Important Structural Shifts Shaping the Economy
Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.
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
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
Traditional IRAs vs. Roth IRAs: What's the Difference?
Which individual retirement account is right for you? It depends on your circumstances.
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.
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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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