Stepped up basis can minimize the tax bill. Basis is a key concept to understand here. Let’s say you bought a bunch of stock for $100,000 and a few years later sold it for $250,000. To understand how ...

Real estate investors can triple their tax step-up with rural opportunity zones this year. This month-by-month action plan ...

With the recent increase of the 2026 federal estate and gift tax exemption to an unprecedented and astounding $15 million per person (a whopping $30 million for married couples), the necessity of ...