Subscribe to Our Newsletter

Sign up with your email address to receive news and updates.

Travis McShane, CFP®, CFA 6/30/26 Travis McShane, CFP®, CFA 6/30/26

Step-Up in Basis: The Tax Case for Holding Appreciated Assets Until Death

We explain how the step-up in basis can reduce or eliminate capital gains taxes on inherited stocks, real estate, and business interests.

Tax planning starts with your Form 1040. We break down what to look for on last year's return to help find savings opportunities and avoid mistakes.

If you own company stock in your 401(k), the net unrealized appreciation (NUA) strategy may reduce your tax bill. Here's how it works.