Introduction to Capital Gains Tax photo of paper, mug, and letter blocks.

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...
Why Cost Basis Gain or Loss Doesn’t Equal Investment Performance Image Shows Man Holding Sign that Reads Cost Basis.

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...
Deferring gains through 1031 exchanges shows man holding tablet with financial graphs on it.

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...
Tax Strategies with two accountants pointing to information on a financial document.

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...
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...
Tax-Savings Opportunity for NQSO Holders computer graphic.

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...