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Overview of the Basis Step-Up

The tax concept of basis and how it applies to transferring an asset is an important consideration when thinking about your estate plan. Transferring an asset at the wrong time can result in a significant increase in tax liability. Proper planning around basis can avoid these pitfalls and maximize your tax savings.

From 'Build Back Better' to 'Inflation Reduction'

Sell Your Highly Appreciated Assets Tax-Efficiently

Tax-Deductible Interest

What Is a Real Estate Investment Trust (REIT) and Why Would I Want to Own One?

The Mega Backdoor Roth Contribution

Digital Assets:

What Are They and Why All This Attention?

Digital assets are here to stay and the magnitude of their growth is hard to determine. Defining digital assets is highly complex and it is difficult to evaluate the future impact of our financial markets and our environmental energy sources (via data mining). However, let's just start with a primer introducing some "digital asset" terms and a few frequently asked questions.

Estate planning can be an uncomfortable subject that many people prefer not to discuss because it involves answering questions that some may find difficult to answer. Such questions can include:

• What happens to your assets if your spouse remarries after you die?
• Do you trust your children to be responsible with their inheritance?
• Is there a family member you want to cut out entirely?

2021 Tax Filing: Due Dates & Reminders

As geopolitical events, inflation concerns, possible interest rate hikes, and other factors are impacting financial markets, it is essential to understand what to do – and what not to do – to help stay focused on long-term investment objectives.