Your List of 12 Tax Reduction Strategies concept depicts US Tax forms with piggybank

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. In fact, tax planning can be a year-round activity. We provide you with a smart list of Read More...
Tax Smart Planning Strategies concept with smiling Asian businesswoman working on tax documents within the office.

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 Read More...
Annuities closeup photo of tax calculator.

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 Read More...
Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.

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 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 Gerard Longo, AIFA®, CPFA®: For individuals who are sitting on large gains in investment or business property, a 1031 exchange may be Read More...