![Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.](https://www.gwadvisors.net/wp-content/uploads/2020/01/businessman-3075837_1280-460x305.jpg)
May 20, 2024
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. For those charitably inclined, they may view a
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February 15, 2024
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
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![Your List of 12 Tax Reduction Strategies concept depicts US Tax forms with piggybank](https://www.gwadvisors.net/wp-content/uploads/2020/12/AdobeStock_1946639221-460x305.jpg)
June 8, 2023
Minimizing your potential income taxes requires a regular review of your financial picture and the current tax reduction strategies available to you.
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![Tax Smart Planning Strategies concept with smiling Asian businesswoman working on tax documents within the office.](https://www.gwadvisors.net/wp-content/uploads/2022/03/Tax-Smart-Strategies-460x305.jpg)
March 7, 2022
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
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![Annuities closeup photo of tax calculator.](https://www.gwadvisors.net/wp-content/uploads/2019/12/tax-870756_640-460x305.jpg)
December 15, 2021
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As a rule, annuities provide the contract owner with certain tax features, such as tax
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![Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.](https://www.gwadvisors.net/wp-content/uploads/2021/09/AdobeStock_2087445651-460x305.jpg)
October 1, 2021
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet
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