US Tax forms with piggy bank wearing glasses.

March 7, 2022

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season underway, now is the perfect time to evaluate some effective strategies that could help Read More...
Annuities closeup photo of tax calculator.

December 15, 2021

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...
Key Numbers for 2021 with photo of calendar.

November 29, 2021

Presented by Ben Murphy, CPA, PFS™: This material has been provided for general informational purposes only and does not constitute either tax or Read More...
Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.

October 1, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet a basic Read More...
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 Read More...
Deferring gains through 1031 exchanges shows man holding tablet with financial graphs on it.

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...