The Wiser Wealth Blog

How Does a Step-Up in Basis Work?

By |May 9, 2024|

The step-up in basis is a powerful tool that can help manage the tax implications of inherited assets. By understanding and utilizing this provision, heirs can significantly reduce their tax [...]

How do I avoid paying gift tax?

By |May 1, 2024|

When it comes to giving gifts to loved ones, nobody wants the additional concern of incurring a hefty gift tax. Fortunately, with strategic planning and a solid understanding of the [...]


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