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.

Traditional IRAs vs. Roth IRAs: What's the Difference?

Which individual retirement account is right for you? It depends on your circumstances.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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?

Planning Moves to Consider Before Year-End | 2026

Use these key moves to finish 2026 with purpose and prepare for the year ahead.

Four Financial Resolutions (and Simple Ways to Keep Them)

Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

Data Centers At Risk of Becoming Political Liability

Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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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?

View all videos

Articles

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.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

So You Won the Lottery

Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.

Three Tax Themes for 2025

Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.

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.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Videos

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