Tax | Baird's Grand Junction 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.

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?

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.

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.

Your Planning Guide to 2026 Taxes

Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

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.

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.

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.

How to Appeal Your Property Taxes

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

Social Security Changes Are Unlikely

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

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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

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.

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.

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.

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.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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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