Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren’t always obvious—and may be tricky in certain circumstances.  Read More...

Minimizing your potential income taxes requires a regular review of your financial picture and the current tax reduction strategies available to you. Read More...

Income tax planning should be a year-round activity, so it’s wise to regularly revisit these smart tax planning strategies in the context of your Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As a rule, annuities provide the contract owner with certain tax features, such as tax Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet Read More...

Presented by Gerard Longo, AIFA®, CPFA®: For individuals who are sitting on large gains in investment or business property, a 1031 exchange may be Read More...