tax planning https://www.trottbrook.com/ en Tax planning with aging parents to minimize taxes for beneficiaries of retirement accounts https://www.trottbrook.com/blog/tax-planning-aging-parents-minimize-taxes-beneficiaries-retirement-accounts <span class="field field--name-title field--type-string field--label-hidden"><span > Tax planning with aging parents to minimize taxes for beneficiaries of retirement accounts </span></span> <span><span lang="" about="/user/66" typeof="schema:Person" property="schema:name" datatype="">Jim Steffen</span></span> <span>Mon, 01/10/2022 - 15:33</span> Mon, 10 Jan 2022 23:33:00 +0000 Jim Steffen 1113 at https://www.trottbrook.com Stepping up Cost Basis Tax Free (Without Dying) https://www.trottbrook.com/blog/stepping-cost-basis-tax-free-without-dying <span class="field field--name-title field--type-string field--label-hidden"><span > Stepping up Cost Basis Tax Free (Without Dying) </span></span> <span><span lang="" about="/user/66" typeof="schema:Person" property="schema:name" datatype="">Jim Steffen</span></span> <span>Thu, 12/30/2021 - 11:28</span> Thu, 30 Dec 2021 19:28:00 +0000 Jim Steffen 1111 at https://www.trottbrook.com Can long term capital gains push me into a higher tax bracket? https://www.trottbrook.com/blog/can-long-term-capital-gains-push-me-higher-tax-bracket <span class="field field--name-title field--type-string field--label-hidden"><span > Can long term capital gains push me into a higher tax bracket? </span></span> <span><span lang="" about="/user/66" typeof="schema:Person" property="schema:name" datatype="">Jim Steffen</span></span> <span>Thu, 12/23/2021 - 08:52</span> Thu, 23 Dec 2021 16:52:00 +0000 Jim Steffen 1116 at https://www.trottbrook.com Strategies for capturing a 0% capital gains tax rate https://www.trottbrook.com/blog/strategies-capturing-0-capital-gains-tax-rate <span class="field field--name-title field--type-string field--label-hidden"><span > Strategies for capturing a 0% capital gains tax rate </span></span> <span><span lang="" about="/user/66" typeof="schema:Person" property="schema:name" datatype="">Jim Steffen</span></span> <span>Tue, 12/07/2021 - 06:15</span> Tue, 07 Dec 2021 14:15:00 +0000 Jim Steffen 1110 at https://www.trottbrook.com