This week, Scott, CPA, discusses Biden’s proposed tax changes. He focuses on these two: Increase in Capital Gain Tax Rate and the Elimination of Step Up in Basis. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware of these year-end tax planning opportunities: 1. Roth Conversions – if you want to convert from a Traditional IRA to a Roth and have it…

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2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves so this month Scott is here to talk about the election and the stock market. Scott Rinehart, CPA, helps answer the following in Part 9 of October’s series: •…

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