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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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?

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.

Filing Final Tax Returns for the Deceased

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

• Articles

  What Do Your Taxes Pay For?

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

  Tax Strategies You Might Be Missing Out On

  How year-round tax planning decisions can impact your return come tax season.

  Underdiscussed Economic Cushions as War in Iran Continues

  "Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.

  U.S. Deficit Peaked in 2024; Set to Decrease in 2025

  The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

  Do You Owe The AMT?

  If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  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