Tax | Jeff Stewart, CFA®

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.

Making Your Tax Bracket Work

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

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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.

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.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Five Tips to Optimize Your Tax Return

How year-round tax planning decisions can impact your return come tax season.

Tariffs and Trade Post-SCOTUS Ruling

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

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.

Three Tax Themes for 2025

Strategas outlines three tax themes for 2025 as President Trump looks to extend TCJA tax cuts.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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.

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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?

View all videos

Articles

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.

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.

Rethinking the Fed's Balance Sheeet

Federal regulators are reconsidering rules that could give the Fed greater flexibility to reduce its balance sheet.

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.

Social Security Changes Are Unlikely

Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.

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.

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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