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...

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 Michael G. Wendlandt:  For individuals who are sitting on large gains in investment or business property, a 1031 exchange may be a Read More...

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

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...

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...