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 you donate. Take the time to learn about the charity to determine whether the nonprofit
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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
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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
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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.
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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
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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
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