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.
Navigating the New Tax Bill: Business Owner Tips
The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.
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.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
Strategies for Estimated Tax Payments
Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS
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.
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.
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.
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.
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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.
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