Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

January 23, 2020

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...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

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...
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...
Charitable giving what to do before you donate depicts a man and child touching fingers

November 15, 2019

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...
IRS withholding tool photo shows tax documents and calculator

September 30, 2019

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...