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?
Tariffs and Trade Post-SCOTUS Ruling
Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape.
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.
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.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Tariffs and Trade Post-SCOTUS Ruling
Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape.
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.
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.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
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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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