Stepped-up Basis
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It’s important to understand how taxes factor into M&A transactions
In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring another business, it’s…
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Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the…
Read More: Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis” -
There’s a favorable “stepped-up basis” if you inherit property
A common question for people planning their estates or inheriting property is: For tax purposes, what’s the “cost” (or “basis”) an individual gets in property…
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How do taxes factor into an M&A transaction?
Although merger and acquisition activity has been down in 2022, according to various reports, there are still companies being bought and sold. If your business…
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Dodge the tumult with a buy-sell agreement
Businesses with multiple owners generally benefit from a variety of viewpoints, diverse experiences, and strategic areas of specialization. However, there’s a major risk: the company…
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There’s currently a “stepped-up basis” if you inherit property — but will it last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules…
Read More: There’s currently a “stepped-up basis” if you inherit property — but will it last?
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