
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 underway, now is the perfect time to evaluate some effective strategies that could help
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December 20, 2021
Presented by Ben Murphy, CPA, PFS™: In 2021, the news has been full of reports of Biden's proposed tax policy and increases contained in bills
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December 15, 2021
Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as
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November 29, 2021
Presented by Ben Murphy, CPA, PFS™: This material has been provided for general informational purposes only and does not constitute either tax or
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October 11, 2021
Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the
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October 1, 2021
Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet a basic
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