Defensive Planning for Proposed Tax Increases Image of Blocks.

December 20, 2021

Presented by Ben Murphy, CPA, PFS™: In 2021, the news has been full of reports of proposed tax increases contained in bills submitted to Congress under the Biden Administration. Whether these bills will be approved is uncertain. With so Read More...
Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.

December 17, 2021

Presented by Ben Murphy, CPA, PFS™: Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly Read More...
Annuities closeup photo of tax calculator.

December 15, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as Read More...
Key Numbers for 2021 with photo of calendar.

November 29, 2021

Presented by Ben Murphy, CPA, PFS™: This material has been provided for general informational purposes only and does not constitute either tax or Read More...
What do you do with a financial windfall shows man cheering while cash falls from the sky.

July 6, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the Read More...
Life insurance underwriting process image shows documents, calculator and pen

June 6, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But Read More...