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?
Have A Question About This Topic?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tax Strategies You Might Be Missing Out On
How year-round tax planning decisions can impact your return come tax season.
An Expat’s Guide to U.S. Taxes
Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Two Important Structural Shifts Shaping the Economy
Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.
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.
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.
Underdiscussed Economic Cushions as War in Iran Continues
"Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
View all articles
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
-
Articles
-
Videos