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?
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.
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.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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
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.
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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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