Scottsdale Office

480-296-2069

St. George Office

435-359-1414

Basis: A tax concept that your must understand.

If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step up” in basis is the adjustment of the value of an appreciated asset – for tax purposes – upon inheritance. IRS Taxes...

CAUTION:  Five critical estate planning mistakes.

Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most...