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Step-Up in Basis and Estate Planning: A Smart Strategy for Tax-Efficient Wealth Transfer
A step-up in basis can save your heirs thousands in capital gains taxes by resetting an inherited asset’s value to its fair market price. From real estate to stocks, this strategy ensures wealth passes tax-efficiently and cleanly across generations. Learn how it works, what assets qualify, and why gifting too early could cost your family big.
Anthony Brister
Sep 84 min read


Remote Work and the IRS: Claiming Home Office Deductions in a Digital Economy
Remote work has transformed the way we do business, but many entrepreneurs miss out on one of its biggest tax perks—the home office deduction. Done right, it’s not a red flag but a smart strategy to cut costs and protect profits. From exclusive-use rules to cloud-based workflows, this blog shows how to claim it legally, avoid IRS pitfalls, and maximize your savings in a digital-first world.
Anthony Brister
Sep 14 min read
