Dec 3, 2021 | Business Health, Healthcare
Have you ever invested in a stock in the stock market? To protect and maximize the return on that investment, you would research that particular stock. This might include trend analysis, benchmarking, and performance monitoring. Now, consider the relative size...
Dec 3, 2021 | Personal Finance, Tax
When Gifting To Save Estate Taxes, It Is Essential To Consider Loss Of Step-Up In Basis When the House Ways and Means Committee proposed reducing the estate and gift tax exemption from $11,700,000 to approximately $6,000,000 (as adjusted for inflation) effective...
Dec 3, 2021 | Investing, Tax
Tax-Loss Harvesting – Don’t Miss the Opportunity This time of year many people start thinking about year-end tax planning. An integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio. What we are going to discuss below can...
