Social Security as Taxable Income

October 11, 2021

Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the benefit will be lost to taxes. Generally, social security benefits are taxable only if you Read More...
Introduction to Capital Gains Tax

October 1, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet a basic 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

February 1, 2021

Presented by Michael G. Wendlandt:  For individuals who are sitting on large gains in investment or business property, a 1031 exchange may be a Read More...
Trust income tax depicts a businessman writing.

August 28, 2020

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...
Understanding the New CARES Act: Questions and Answers

March 31, 2020

Presented by Kevin M. Curley, II, CFP®: On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Read More...