Tax | Baird's Phoenix Office

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.

Filing Final Tax Returns for the Deceased

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

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.

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.

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.

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.

Washington Policy Research: Trump's Tariffs Face Legal Risk

Trump's tariffs face real legal risks, but the administration has a back-up plan.

Taking Advantage of Tax-Loss Harvesting

There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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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

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Data Centers At Risk of Becoming Political Liability

Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

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.

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.

Two Important Structural Shifts Shaping the Economy

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

Social Security Changes Are Unlikely

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

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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