Explore the kiddie tax rules and their implications on parents' ability to transfer investment assets to their children and learn about tax planning strategies to optimize your tax situation. Presented by Scott Portlock, CFP®, CLU®: The Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk Read More...

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...

Minimizing your potential income taxes requires a regular review of your financial picture and the current tax reduction strategies available to you. Read More...

Income tax planning should be a year-round activity, so it’s wise to regularly revisit these smart tax planning strategies in the context of your Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As a rule, annuities provide the contract owner with certain tax features, such as tax Read More...