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.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
Take the Headaches Out of Tax Season
How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.
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.
Three Tax Themes for 2025
Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.
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.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
How Income Taxes Work
A quick look at how federal income taxes work.
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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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?
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