Tax Tips in 10 or Less Ep. 41 Tax Planning for the Next Generation Education Center: https://bit.ly/3LbWYsB Meet with Us: https://bit.ly/3W3sawC Tax Reduction Strategies: https://bit.ly/42HZUmT Retirement Checklist: https://bit.ly/4ooQwwR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE Estate Tax vs. Inheritance Tax https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC #TaxTips #TaxPlanning #TaxPlan _______________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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