3 Tips to succeed in remote sales trends

Even before the pandemic, there was a trend toward more digital interactions in sales. As this transformation continues, it’s time to put permanent changes in place to better compete. Here are three tips for keeping your remote sales operations sharp. The COVID-19 pandemic has dramatically affected the way people interact and do business. Many experts […]

Will the “stepped-up basis” be eliminated if you inherit property?

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The following will explain how to determine the basis of an inherited property.   The current rules Under the current fair market value basis rules (also known as the “step-up and step-down” rules), […]

Security for employees’ retirement based on new law.

To start the new year, Congress has made considerable changes to individual retirement savings, whether it be with an IRA or other plan. With the passing of the SECURE ACT, these four changes have been made to individual retirement plans. As we head into a new year, the federal government has made beneficial legislative changes […]