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.
Have A Question About This Topic?
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.
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?
U.S. Deficit Peaked in 2024; Set to Decrease in 2025
The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.
Data Centers At Risk of Becoming Political Liability
Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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.
View all articles
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
-
Videos