Cartoon image of stacks of coins and rocket taking off

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. How could the Medicare tax affect you? The Medicare contribution tax The 2.9-percent Read More...
Benefits of Private Foundations and Charitable Giving Image Shows Woman's Arm Coming Out of Laptop Computer Screen and Shaking a Hand in Partnership

November 13, 2018

By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The Read More...
Identity Theft With Woman Holding Laptop

March 31, 2018

Presented by Kris Maksimovich When it comes to filing your tax return, you put in the time and effort to complete every form accurately and according Read More...
Mortgage Interest Deductions With Calk Drawing of House on Road

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 Read More...
Tax Cuts and Jobs Act Image With Paperwork, Pen and Tax Documents

December 28, 2017

Presented by Kris Maksimovich  On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation Read More...
Life Insurance Tax Benefits Hands Holding Globe with Family on it

December 6, 2016

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