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Hi, Here are your Articles for 15-07-2025.
9 Key Tax Law Changes for Individuals under the OBBBA

On July 4, 2025, a new law, known as the One, Big, Beautiful Bill Act (OBBBA), was signed by President Trump. Individual taxpayers can breathe a sigh of relief, knowing that many expiring federal tax breaks have been extended — or expanded. (However, other tax breaks have been eliminated.) Here are nine important provisions to be aware of as you plan for the 2025 tax year.

How the 'Step-Up Basis' Tax Rules Work in an Estate

When planning your estate, it's important to understand the "cost" or "basis" for tax purposes that an individual gets in property he or she inherits from someone else. This is an area that's often overlooked when families start to put their affairs in order. This article describes the basics and explains a requirement for executors when it comes to certain inherited property.

Finding Profitable Real Estate Investments

Most real estate investors want to buy profitable properties that will increase in value over time. However, outside factors such as the COVID-19 pandemic, can negatively impact even the seemingly best acquisitions. This article urges investors to bone up on property fundamentals, crunch the numbers and exercise caution with leverage.

Drafting a Financial Blueprint for Your Blended Family

Blending a family doesn't just mean merging traditions and relationships — it also means tackling unique financial challenges. This article addresses key challenges when combining households, including budgeting, taxes, education and retirement saving, and estate planning.

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.




 

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