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

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?

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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.

• Articles

  Counteracting Capital Gains with Tax-Loss Harvesting

  You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

  Opening up the Backdoor Roth

  This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

  Four Financial Resolutions (and Simple Ways to Keep Them)

  Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

  Tax Deductions You Won't Believe

  Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

  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. 

  Data Centers At Risk of Becoming Political Liability

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

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• Videos

  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.

  View all videos