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

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Washington Policy Research: Key Takeaways from the Tax Bill

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. 

2024 Election Implications For Tariffs & Tax Legislation

2024 Election Implications For Tariffs & Tax Legislation

Republicans secured a sweep in the 2024 election. However, slim majorities in Congress have implications for tax legislation.

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. 

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

2024 Election Implications For Tariffs & Tax Legislation

Republicans secured a sweep in the 2024 election. However, slim majorities in Congress have implications for tax legislation.

Underdiscussed Economic Cushions as War in Iran Continues

"Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.

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.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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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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