Presented by Kevin M. Curley, II, CFP®: On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act has been enacted as a direct response to the COVID-19 Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: It’s already 2020. Once again, the holidays were a blur—and, once again, Congress passed Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Holders of concentrated stock positions have several options for mitigating the risk associated with Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Minimizing your potential income taxes requires a regular review of your financial picture and the Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as Read More...

Presented by Kris Maksimovich, AIF®, CRPC® CExP™:   As a taxpayer, were you disappointed by your last tax return? Perhaps you found out that Read More...