Walkner Condon Financial Advisors
APRIL 6, 2022
With the death of a loved one, one question we often get is, “What assets are entitled to a step-up in basis and what assets aren’t entitled to a step-up in basis at death?” To define what we mean by step-up in basis , sometimes referred to as stepped-up basis, here is an example: Your mother purchased 100 shares of XYZ company at $10 per share in 1950, costing her $1,000, which is her “basis.
Bell Investment Advisors
APRIL 6, 2022
Forrest Bell, CFP®. After starting 2022 with two negative months, March delivered a reprieve to stock investors. After global markets dropped 5.8% during the first two weeks of the month, equity prices suddenly changed direction and closed the month with a gain of 2.2%. While the reprieve is nice, the pace of it is hard to explain. The war in Ukraine has not ended and will likely drag on far into the future.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Walkner Condon Financial Advisors
APRIL 6, 2022
With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. At the date of death, many assets “step-up” in basis , effectively wiping away any unrealized gains. NFTs are treated as either property or as a collectible depending on the type of asset it is. Both property and real estate are eligible for a step-up in basis at the date of death for the beneficiary. .
AdvicePay
APRIL 6, 2022
Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so let’s get to the fun stuff!
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Yardley Wealth Management
APRIL 6, 2022
The post Interest Rates, Inflation, and Investment Strategy-Part 1: Understanding Interest Rates appeared first on Yardley Wealth Management, LLC. Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter-point.
Expert insights. Personalized for you.
59 
Let's personalize your content