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.

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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.

Washington Policy Research: Tariff Revenue Offsets the Costs

According to Strategas, tariffs implemented so far this year are expected to offset the cost of the tax cuts.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

• Articles

  Red Flags for Tax Auditors

  Here are six flags that may make your tax return prime for an IRS audit.

  You May Need to Make Estimated Tax Payments If…

  Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

  Finding Tax Relief Following a Catastrophic Loss

  While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

  What If You Get Audited?

  The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

  Tariffs and Trade Post-SCOTUS Ruling

  Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape. 

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  View all articles

• 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