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News & Press

If Joe Biden Wins, Get Ready For A Big Battle Over Tax Policy

Wednesday, October 28, 2020

Estate attorneys, certified public accountants (CPAs) and the very wealthy will likely go to war with the federal government should former Vice President Joe Biden assume the Oval Office. The issue at hand? Biden’s tax reform proposals, including a little-known provision called step-up in basis.

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When Saving for College, Don’t Just Look at 529s

Saturday, October 3, 2020

It sometimes seems like when it comes to college-savings vehicles, 529s are the only game in town.

But investors are doing themselves a disservice if they don’t also look at another savings tool available: Coverdell Education Savings Accounts (ESAs). Like 529s, ESAs are a tax-favored way to save for education expenses. 

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