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 taxes because your paycheck withholdings were insufficient. Or maybe your refund was Read More...
Trust income tax depicts a businessman writing.

August 28, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust cannot be created Read More...
Cartoon image of stacks of coins and rocket taking off

June 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As a result of the Affordable Care Act, the Medicare contribution tax has increased for high earners. Read More...
Mortgage Interest Deductions With Calk Drawing of House on Road

February 22, 2018

Presented by Kris Maksimovich With its passage in December 2017, the Tax Cuts and Jobs Act (TCJA) changed the deductions for interest on mortgage and Read More...
Tax Cuts and Jobs Act Image With Paperwork, Pen and Tax Documents

December 28, 2017

Tax cuts and jobs act of 2017 is presented by Kris Maksimovich  On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the Read More...
Life Insurance Tax Benefits Hands Holding Globe with Family on it

December 6, 2016

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But Read More...