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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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.
Data Centers At Risk of Becoming Political Liability
Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.
Navigating the New Tax Bill: Business Owner Tips
The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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.
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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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