Tax | The FWP Group

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?

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.

Savvy Tax Moves for Year's End

After a tough year in the markets, tax strategies like tax-loss harvesting and Roth conversions can help ease the pain.

Preparing for A New Tax Landscape

Provisions of the Tax Cuts and Jobs Act are set to sunset in 2025, resulting in implications for you and your tax planning.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Take the Headaches Out of Tax Season

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

Make the Most of Your Required Minimum Distributions

New regulations around Required Minimum Distributions can help you get even more out of your assets.

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?

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.

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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

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tariffs and Trade Post-SCOTUS Ruling

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

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.

The “One Big Beautiful Bill" Act: How It May Impact You

Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What the Inflation Reduction Act Means to You

Although there are more IRS agents in the Inflation Reduction Act, there are also more credits and opportunities to utilize.

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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