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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Data Centers At Risk of Becoming Political Liability
Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.
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.
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
Two Important Structural Shifts Shaping the Economy
Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.
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.
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.
Tariffs and Trade Post-SCOTUS Ruling
Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape.
So You Won the Lottery
Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.
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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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