![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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![Ways to Reduce Your Tax Liability depicted by Woman courier with backpack checking information for delivery in the city](https://www.gwadvisors.net/wp-content/uploads/2024/02/AdobeStock_464017123-460x305.jpg)
February 15, 2024
Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for
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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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![Transfer of Value Rule Concept Depicts hands of two people discussing contract.](https://www.gwadvisors.net/wp-content/uploads/2022/11/Transfer-of-Value-Rule-460x305.jpg)
April 10, 2023
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In general, life insurance death benefits are exempt from taxation. If, however, you
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![Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.](https://www.gwadvisors.net/wp-content/uploads/2021/12/AdobeStock_1267126911-460x305.jpg)
January 17, 2023
Presented by Ben Murphy, CPA, PFS™, CPFA® : Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly
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![Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.](https://www.gwadvisors.net/wp-content/uploads/2022/04/Distributions-RMD-1-460x305.jpg)
August 8, 2022
Premature distributions from IRAs taken prior to age 59 ½ are generally subject to a 10 percent penalty. The purpose of this penalty is to prevent
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