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 that relevant tax deadlines are met. But in all the hustle and bustle, taxpayers also need Read More...
Deferring Gains Through 1031 Exchanges

February 1, 2021

Presented by Michael G. Wendlandt:  For individuals who are sitting on large gains in investment or business property, a 1031 exchange may be a Read More...
Understanding the New CARES Act: Questions and Answers

March 31, 2020

Presented by Kevin M. Curley, II, CFP®: On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Read More...
Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

January 20, 2020

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

December 23, 2019

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

December 15, 2019

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...