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- Jan 11
Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?
In most cases, there is a step-up in basis when property is transferred from a decedent. But there are a few exceptions and some subtle...
- Jan 4
What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
- Dec 28, 2022
Common Retirement Plans For Small Business Owners
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...
- Dec 27, 2022
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...
- Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
- Nov 2, 2022
What Issues Should I Consider With My Social Security Retirement Benefits?
Social Security retirement benefits can be particularly complex, and clients really struggle with their decision on how to file. With our...
- Sep 29, 2022
What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i
- Sep 19, 2022
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial
- Sep 8, 2022
Should I Change My Medicare Coverage During Open Enrollment?
Should I Change My Medicare Coverage During Open Enrollment? Open Enrollment Period October 15. Medicare A, B, C, and D