financial planning | Basepoint Tax

The Trade-Offs: Starting a Small Business

The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.

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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

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Should You Buy Your Castle, or Just Rent It?

The decision between renting and buying can be as simple as running the numbers and seeing which option is most cost-effective.

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Estate Planning for Digital Assets

While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.

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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.

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Disability Insurance: How to Protect Your Income

Whether you have your own business or work for an employer, protecting your income stream from an illness or injury that will prevent you...

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Converting High Income into Lasting Wealth

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

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Setting Your Goals: The Intentional Approach for Life & Investing

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

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