Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet a basic understanding of capital gains is key to building a financial plan that reflects Read More...

When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss is a measurement of Read More...

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...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Minimizing your potential income taxes requires a regular review of your financial Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust Read More...

Presented by Ben Murphy, CPA, PFS™, CPFA® : If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what Read More...