Tax | Joe Lindquist

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.

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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.

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.

Washington Policy Research: Tariff Revenue Offsets the Costs

According to Strategas, tariffs implemented so far this year are expected to offset the cost of the tax cuts.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Three Tax Themes for 2025

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

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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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

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?

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.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Filing Final Tax Returns for the Deceased

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

Washington Policy Research: Tariff Revenue Offsets the Costs

According to Strategas, tariffs implemented so far this year are expected to offset the cost of the tax cuts.

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.

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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