1 rich Libsyn https://www.libsyn.com 90 600 Tax Tips in 10 or Less Ep. 43 Get your journey off to a great start with our financial resources: &amp;nbsp;https://bit.ly/4n4vHpq&amp;nbsp; Meet with Us: https://bit.ly/4hbZmeQ&amp;nbsp; Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1&amp;nbsp;&amp;nbsp; What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o&amp;nbsp; Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE&amp;nbsp; Estate Tax vs. Inheritance Tax https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC&amp;nbsp; IRS - Gifts &amp;amp; Inheritances 1 https://www.irs.gov/faqs/interest-dividends-other-types-of-income/gifts-inheritances/gifts-inheritances-1&amp;nbsp; Tax Reduction Strategies: https://bit.ly/4n84DWn&amp;nbsp;&amp;nbsp; Retirement Checklist: https://bit.ly/43av86k&amp;nbsp;&amp;nbsp; #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. America's Wealth Management Show https://sites.libsyn.com/487841 <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/38973040/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/38973040