On July 1, 2021, Charter Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC; a...

Selling a family business can be stressful and complicated. The right advice can make the process easier and more profitable.

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

It’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.

The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.

Taking stock is the first step to any larger goal setting.

A Cash Balance Plan can help you create a flexible solution that can provide tax benefits and accelerate retirement savings for owners.

With privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.

Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.

Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.