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?
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.
Underdiscussed Economic Cushions as War in Iran Continues
"Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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.
Your Planning Guide to 2026 Taxes
Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.
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.
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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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