Taxes – LWP Marketing Toolit

Navigating Business Succession Planning

SM_Admin — Mon, 20 Oct 2025 18:46:55 +0000

In today’s rapidly changing regulatory environment, staying informed about business requirements is essential.

There’s Still Time: End-of-Year Tax Planning Considerations

SM_Admin — Wed, 09 Oct 2024 17:41:14 +0000

Many people think of estate planning as merely a set of documents that lays out their instructions after they die. However, estate planning also involves strategic preparation during your lifetime.

Tax Season

SM_Admin — Wed, 09 Oct 2024 16:12:07 +0000

As tax season approaches, it’s a crucial time for individuals of all ages to ensure their financial responsibilities are in order.

Should You Be Concerned About Changes to the Step-up in Basis?

SM_Admin — Wed, 26 May 2021 19:15:42 +0000

Whenever a new president takes office, “discussions” about taxes are sure to follow. During his campaign, President Biden proposed a number of changes to the tax code that would affect wealthy Americans. One proposal, however, could impact people of more modest means: modifications to, or the elimination of, the basis step-up rule.

Five Ways President Biden’s Tax Plan Could Impact Your Finances

SM_Admin — Fri, 26 Feb 2021 13:59:08 +0000

Although President Biden outlined his tax plan during the presidential campaign, conventional wisdom held that Republicans in the Senate would block the implementation of his agenda. Now that Democrats control both the House and the Senate (if you factor in the vote of Vice President Kamala Harris), it’s worth revisiting some of Biden’s proposals.