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    How Gain/Loss Reporting Can Mislead
    W. Allen Wallace
    • Dec 30, 2021
    • 5 min
    Taxes

    How Gain/Loss Reporting Can Mislead

    A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
    30 views
    Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
    Basepoint Wealth
    • Dec 14, 2021
    • 4 min
    Taxes

    Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions

    Increases in deductions and exemptions are one of the few areas that inflation can help out investors – but you’ll need to plan ahead to tak
    10 views
    Spousal IRA: A Strategy for Tax-Advantaged Saving
    Basepoint Wealth
    • Nov 16, 2021
    • 4 min
    Taxes

    Spousal IRA: A Strategy for Tax-Advantaged Saving

    Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
    4 views
    Asset Location: A Tax Lens on Retirement Investing
    Basepoint Wealth
    • Nov 13, 2021
    • 4 min
    Investments

    Asset Location: A Tax Lens on Retirement Investing

    Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
    11 views
    Your Year-End Financial Planning Checklist
    Basepoint Wealth
    • Nov 11, 2021
    • 4 min
    Personal Finance

    Your Year-End Financial Planning Checklist

    Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
    61 views
    Five Things to Know About Taxes in Retirement
    Basepoint Wealth
    • Sep 27, 2021
    • 6 min
    Taxes

    Five Things to Know About Taxes in Retirement

    Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
    13 views
    Maximizing the Value of an Asset Sale: Deferred Sales Trusts
    Basepoint Wealth
    • Aug 27, 2021
    • 5 min
    Business

    Maximizing the Value of an Asset Sale: Deferred Sales Trusts

    A deferred sales trust (DST) allows for the deferral of capital gains tax when selling real estate or other qualified assets.
    8 views
    Donor Advised Funds: Tax Benefits, Growth and Control
    Basepoint Wealth
    • Aug 19, 2021
    • 4 min
    Philanthropy

    Donor Advised Funds: Tax Benefits, Growth and Control

    A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control
    7 views
    Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
    Basepoint Wealth
    • May 24, 2021
    • 3 min
    Philanthropy

    Charitable Remainder Trusts: Planning for Now and Leaving a Legacy

    Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
    6 views

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