Key points: What is step-up in basis? A tax provision that resets the cost basis of an inherited asset to its fair market value at the time of the owner’s death. The method of receiving property—whether as a lifetime gift or an inheritance—drastically changes the tax outcome. The type of trust used to hold property […]
Inherited Property: What is Step-Up in Basis? Read More »
Chelsea Ransom-Cooper, CFP® answers top questions about index funds including why they are popular, costs to consider and more!
All About Index Funds: A Q&A with Chelsea Ransom-Cooper, CFP® Read More »
What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate to protecting your family’s future.
Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M. Read More »
Explore a biblical view of debt with Cyrus Waters, M.Div. Learn when borrowing becomes a heart issue, how debt affects your giving, and how to honor God with your finances.”
Is Debt Sinful? A Biblical View of Debt with Cyrus Waters, M.Div. Read More »
Discover how to maximize your wealth with expert rental real estate tax strategies. Learn about depreciation, the STR loophole, and more.
5 Frequently Asked Questions About Rental Real Estate Taxes Read More »
In this interview with Larry Pendleton, Jr., CPA, learn how 1031 exchanges, Opportunity Zones, and cost segregation studies can protect your assets and increase cash flow.
Maximize Your Real Estate Tax Benefits: 3 Strategies for Investors Read More »
Struggling with the cycle of debt and anxiety? Research shows those with mental health issues are 3x more likely to be in debt. Learn how to break the cycle and find peace.
Money and Mental Health: A Q&A with Dr. Tecsia Evans Read More »
What does the Bible say about money? Here are 10 Biblical financial principals to help steward your money wisely.
10 Biblical Principles for Managing Money: A Q&A with Ryan Tolan, M. Div Read More »
