A house transforms from old to new, illustrating the stepped-up basis concept.

Understanding the Stepped-Up Basis: A Tax Advantage for Inherited Assets

At XOA TAX, we often encounter questions about the tax implications of inheriting assets. One key concept that can significantly impact your tax liability is the "stepped-up basis." This rule allows you to potentially reduce or eliminate capital gains taxes on inherited property. In this blog post, we'll break down what a stepped-up basis is,…

Read More

Block illustration contrasting a will and a living trust, highlighting the advantages of a trust.

Why a Living Trust Might Be Smarter Than a Will (Explained Simply)

Talk to an estate planning attorney to create a living trust that meets your needs.

Read More

A stylized skyscraper built with blocks labeled with tax-saving strategies.

Tax-Saving Strategies for High-Income Earners in 2024

Maximize your wealth in 2024 by learning proven tax-saving strategies specifically designed for high-income earners, covering everything from tax-advantaged accounts to estate planning.

Read More

Do you wish to continue with the call?

Please provide your phone number and we will contact you within 2 hours

You have successfully submitted your phone number

Please provide your phone number and we will contact you within 2 hours

You have successfully submitted your phone number