Advisory
Assurance
Tax
Technology
Global Tax
By Mitchell Halpern, JD
By Loree Dubois, CPA, MBA
Office Locations
global Tax
Highly appreciated assets can create a significant capital gains tax burden for the beneficiaries of your irrevocable trusts, but careful estate planning may help reduce it. Learn how stepped-up basis rules work, why asset ownership matters, and how strategic asset swaps may preserve valuable tax benefits for future generations.
By Mitchell Halpern, JD October 20, 2026
Mission Matters
By Jamie Hansen, CPA, MSNM
Business
By Jason Albuquerque
The Restaurateur
By Michael Garcia, CPA, MBA
By Karen Rice, CPA, CVA
By Jessica Ashley, CPA, MBA
By Jacklyn Beebe
By Jeffrey Beckwith, CPA, MSA
By Michael Pirolli, CPA, MBA, CEPA
By Joseph Quattrocchi, MBA, CPA, CEPA
By Matthew Glynn
By Kristen Howze, CFP, EA
By Anthony Mangiarelli, CPA, MST
By Christopher Bolte
By Edward Blum
By Deborah Pallasch, CPA
By Stephen Fay, CPA, LL.M, JD
By Adam DoVale
By Daniel Andrea, CPA, CITP, CISA