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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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 […]
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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan
November 18th, 2020
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Estate Planning |
High Net Worth
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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Recent Posts
Scrupulous Records and Legitimate Business Expenses are the Key to Less Painful IRS Audits