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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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.

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

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

  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.

  Data Centers At Risk of Becoming Political Liability

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

  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.

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  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.

  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.

  View all articles

• Videos

  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?

  View all videos