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
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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.

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Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

Washington Policy Research: Key Takeaways from the Tax Bill

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. 

So You've Inherited Some Property...

So You've Inherited Some Property...

Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.

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.

Washington Policy Research: Trump's Tariffs Face Legal Risk

Trump's tariffs face real legal risks, but the administration has a back-up plan.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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.

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.

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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.

View all videos