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Individuals & Trusts
At Strauss & Associates, we understand that individual tax planning is about more than filing returns. It’s about preserving wealth, planning for the future, and ensuring peace of mind.
That’s why we offer personalized tax and advisory services tailored to the needs of individuals, families, and fiduciaries. From navigating complex estate and trust matters to optimizing personal tax strategies, we provide thoughtful guidance and proactive support every step of the way. Whether you’re managing generational wealth, planning for retirement, or simply looking for responsive tax expertise, we’re here to help you make confident financial decisions.
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Now That the $15 Million Estate Exemption Is Permanent, What Should You Do Differently?
The estate and gift tax planning conversation just changed. OBBBA, the federal tax bill signed in 2025, made the federal estate...
Children’s Savings Go Beyond the Piggy Bank
Tax-Smart Wealth Building for the Next Generation As the 2026 tax season unfolds, one thing is clear: the One Big Beautiful Bill...
How The One Big Beautiful Bill Impacts You
What Individual Taxpayers and Estate Planners Need to Know When President Trump signed the One Big Beautiful Bill Act into law...
