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...
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Basepoint Wealth
- Dec 14, 2021
- 4 min
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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Basepoint Wealth
- Nov 16, 2021
- 4 min
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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Basepoint Wealth
- Nov 11, 2021
- 4 min
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.
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Basepoint Wealth
- Oct 7, 2021
- 5 min
Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
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Basepoint Wealth
- Sep 26, 2021
- 6 min
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.
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Basepoint Wealth
- Aug 26, 2021
- 5 min
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.
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Basepoint Wealth
- Aug 18, 2021
- 4 min
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
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Basepoint Wealth
- Jul 6, 2021
- 3 min
Basepoint Wealth Extending Reach with Des Moines Accounting Acquisition
Basepoint Wealth has acquired Des Moines-based Charter Accounting, PLC in a transaction completed June 30, 2021.
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