Tax | The WLMSW 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?

Washington Policy Research: Tariff Day Takeaways

Strategas evaluates President Trump’s complete tariff proposal unveiled on April 2nd.

Rethinking the Fed's Balance Sheet

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

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

Five Tips to Optimize Your Tax Return

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

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Washington Policy Research: Tax Legislation Could Sterilize

Strategas explains how recent tax legislation could sterilize the impact of President Trump's reciprocal tariffs.

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.

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?

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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

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.

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.

Making the Most of Your Charitable Donations

Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.

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.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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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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