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...

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...

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...

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 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...

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