Presented by Kris Maksimovich, AIF®, CRPC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. Those who are charitably inclined may view a donor-advised fund as a Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or 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®: Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before Read More...

Presented by Kris Maksimovich, AIF®, CRPC®:   As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed Read More...