News & Insights
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
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Estate Planning |
Financial & Retirement Planning |
High Net Worth
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]
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Tax-Favored Ways to Build Up a College Fund
July 2nd, 2021
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Business Tax Services |
Financial & Retirement Planning |
Tax
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]
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Financial Literacy for the Rising Generation and Beyond
May 13th, 2021
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Financial & Retirement Planning |
Wealth Management
It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member […]
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Strengthening Women’s Financial Wellness in the Wake of the Pandemic
April 13th, 2021
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COVID-19 Relief Services |
Financial & Retirement Planning |
Wealth Management
While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been especially acute for women. In addition to the disproportionate number of women who were furloughed […]
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The Benefits of a Backdoor Roth IRA
March 9th, 2021
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By Jessica Fleet |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement […]