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.

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.

Your Planning Guide to 2026 Taxes

Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

• Articles

  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.

  So You've Inherited Some Property...

  Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.

  Red Flags for Tax Auditors

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

  Tariffs and Trade Post-SCOTUS Ruling

  Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape. 

  Underdiscussed Economic Cushions as War in Iran Continues

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

  How Income Taxes Work

  A quick look at how federal income taxes work.

  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