Entries by Aaron Skloff, AIF, CFA, MBA

How a Step-Up in Basis Can Be a Tax Dream – Part 2

Money Matters – Skloff Financial Group Question of the Month – August 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1, Part 2  […]

How a Step-Up in Basis Can Be a Tax Dream – Part 1

Money Matters – Skloff Financial Group Question of the Month – August 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1, Part 2  […]

Planning for Long-Term Care: Here’s What You Need to Know – CNBC

Planning for Long-Term Care: Here’s What You Need to Know 70% of people turning 65 today will need long-term care in their lifetime. How to pay for that care is an increasing worry for many Americans. CNBC’s Sharon Epperson joins ‘Squawk Box’ to explain what people need to know about planning ahead for long-term care. […]

How To (Legally) Avoid Taxes When Selling Your Home – Part 1

Money Matters – Skloff Financial Group Question of the Month – June 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to sell our home and are worried about paying taxes on our gain.  What are the key tax considerations we should consider? The Problem – Death and Taxes On November 13, […]