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.

How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

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.

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.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Tax Rules When Selling Your Home

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

Navigating the New Tax Bill: Business Owner Tips

The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

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.

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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.

View all videos

Articles

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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.

Two Important Structural Shifts Shaping the Economy

Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.

Take the Headaches Out of Tax Season

How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

Underdiscussed Economic Cushions as War in Iran Continues

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

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.

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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