Tax Changes You Need to Know About for 2022 concept with Women are doing business online.

December 19, 2022

At the end of a year dominated by inflation, interest rate hikes, market turbulence, and recession fears, we can all use a break. Thankfully, the Internal Revenue Service (IRS) has offered a few new tax guidelines to try to account for the Read More...
US Tax forms with piggy bank wearing glasses.

March 7, 2022

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season Read More...
Annuities closeup photo of tax calculator.

December 15, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As a rule, annuities provide the contract owner with certain tax features, such as tax Read More...
Key Numbers for 2021 with photo of calendar.

November 29, 2021

Presented by Ben Murphy, CPA, PFS™, CPFA® : This material has been provided for general informational purposes only and does not constitute either Read More...
Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.

October 1, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet Read More...
Tax Season Scam Alert

March 8, 2021

Presented By Tom Kennedy, CFP®: With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring Read More...