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Concentrated Positions and Donor-Advised Funds

May 20, 2024

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. For those charitably inclined, they may view a Read More...

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10 Rules of Thumb for Trust Income Taxation

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 Read More...

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Considerations Before Buying a Parent’s Home

April 15, 2024

The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) Read More...

Women breadwinners image is depicted by a young woman sitting cross-legged on the floor and typing into a laptop computer.

Financial Tips for Women Breadwinners

March 8, 2024

Women breadwinners face unique financial challenges. With careful planning and management, you can achieve financial stability and help ensure a Read More...

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Understanding Private Foundations

February 28, 2024

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Read More...

Ways to Reduce Your Tax Liability

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 Read More...