Your List of 12 Tax Reduction Strategies concept depicts US Tax forms with piggybank

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. In fact, tax planning can be a year-round activity. We provide you with a smart list of Read More...
Transfer of Value Rule Concept Depicts hands of two people discussing contract.

April 10, 2023

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In general, life insurance death benefits are exempt from taxation. If, however, you Read More...
Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.

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 Read More...
Trust income tax depicts a businessman writing.

August 28, 2022

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Rule 1: When in doubt, refer to the trust document; an investment policy for a trust Read More...
Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.

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 Read More...
Tax Smart Planning Strategies concept with smiling Asian businesswoman working on tax documents within the office.

March 7, 2022

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season Read More...