Miscellaneous Michael Freedman 7/16/24 Miscellaneous Michael Freedman 7/16/24 Watch out for “income in respect of a decedent” issues when receiving an inheritance Read More Retirement/Estate Stefanie Sheppard 9/19/23 Retirement/Estate Stefanie Sheppard 9/19/23 Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis” Read More Retirement/Estate Stefanie Sheppard 4/20/23 Retirement/Estate Stefanie Sheppard 4/20/23 There’s a favorable “stepped-up basis” if you inherit property Read More
Miscellaneous Michael Freedman 7/16/24 Miscellaneous Michael Freedman 7/16/24 Watch out for “income in respect of a decedent” issues when receiving an inheritance Read More
Retirement/Estate Stefanie Sheppard 9/19/23 Retirement/Estate Stefanie Sheppard 9/19/23 Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis” Read More
Retirement/Estate Stefanie Sheppard 4/20/23 Retirement/Estate Stefanie Sheppard 4/20/23 There’s a favorable “stepped-up basis” if you inherit property Read More
