Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the ...
Continue Reading Two retirement plan options for small employers
If you’re a small employer looking to sponsor a retirement plan for yourself and your employees, your first thought might be, “Let’s do a 401(k)!” ...
Continue Reading That email or text from the IRS: It’s a scam!
“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the IRS. The scams may come in through ...
Continue Reading IRS provides transitional relief for RMDs and inherited IRAs
The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum ...
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