Kiddie tax concept depicted by photo of four members of family, mom, dad, and two young daughters on their backs, lying face down on floor and smiling at the camera

The Kiddie Tax

August 21, 2024

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...

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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...

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...

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

Smart List of 12 Tax Reduction Strategies

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. Read More...

Transfer of Value Rule Concept Depicts hands of two people discussing contract.

Q&A Understanding the Transfer-for-Value Rule

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.

Common Life Insurance Policy Tax Traps

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...