![Trust income tax depicts a businessman writing.](https://www.gwadvisors.net/wp-content/uploads/2019/08/Business-man-writing-1149962_640-1-460x305.jpg)
May 13, 2024
Navigate the complexities and rules of trust income tax management and explore the advantages of creating a trust tailored to your needs. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Rule 1: When in doubt, refer to the
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![Your List of 12 Tax Reduction Strategies concept depicts US Tax forms with piggybank](https://www.gwadvisors.net/wp-content/uploads/2020/12/AdobeStock_1946639221-460x305.jpg)
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.
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![Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.](https://www.gwadvisors.net/wp-content/uploads/2021/09/AdobeStock_2087445651-460x305.jpg)
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
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![Why Cost Basis Gain or Loss Doesn’t Equal Investment Performance Image Shows Man Holding Sign that Reads Cost Basis.](https://www.gwadvisors.net/wp-content/uploads/2021/03/cost-basis-AdobeStock_3512157731-460x305.jpg)
March 22, 2021
When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss is a measurement of
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![Deferring gains through 1031 exchanges shows man holding tablet with financial graphs on it.](https://www.gwadvisors.net/wp-content/uploads/2020/12/person-731479_640-1-460x305.jpg)
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
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![Tax-Savings Opportunity for NQSO Holders computer graphic.](https://www.gwadvisors.net/wp-content/uploads/2020/04/stock-market-2616931_640-1-460x305.jpg)
April 17, 2020
Presented by Ben Murphy, CPA, PFS™, CPFA® : If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what
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