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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...
    29 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
    9 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
    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
    Navigating Employee Stock Purchase Plans
    Basepoint Wealth
    • Oct 8, 2021
    • 5 min
    Executive Compensation

    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.
    5 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
    Basepoint Wealth Extending Reach with Des Moines Accounting Acquisition
    Basepoint Wealth
    • Jul 7, 2021
    • 3 min
    Press Releases

    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.
    2 views

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