
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 understanding of capital gains is key to building a financial plan that reflects your
Read More...

March 22, 2021
Presented by Dean Elliott: When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss
Read More...

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...

December 23, 2020
Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Minimizing your potential income taxes requires a regular review of your financial picture and
Read More...

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...

April 17, 2020
Presented by Ben Murphy, CPA, PFS™: If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what they’re worth
Read More...