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?
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
2024 Election Implications For Tariffs & Tax Legislation
Republicans secured a sweep in the 2024 election. However, slim majorities in Congress have implications for tax legislation.
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.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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.
Washington Policy Research: Trump's Tariffs Face Legal Risk
Trump's tariffs face real legal risks, but the administration has a back-up plan.
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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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