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?
How Income Taxes Work
A quick look at how federal income taxes work.
Two Important Structural Shifts Shaping the Economy
Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
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.
The “One Big Beautiful Bill" Act: How It May Impact You
Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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.
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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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