News & Insights

How to Plan for Succession: Paving the Way for Continued Prosperity

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Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]

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House Ways and Means Committee Releases Initial Tax Proposals

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On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups […]

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There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?

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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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The Benefits of a Backdoor Roth IRA

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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 […]

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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan

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As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much […]

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