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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Three Tax Themes for 2025

Three Tax Themes for 2025

Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.

An Expat’s Guide to U.S. Taxes

An Expat’s Guide to U.S. Taxes

Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.

Data Centers At Risk of Becoming Political Liability

Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

The “One Big Beautiful Bill" Act: How It May Impact You

Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

An Expat’s Guide to U.S. Taxes

Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

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. 

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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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