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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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?
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.
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
Tariffs and Trade Post-SCOTUS Ruling
Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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