Advisory
Assurance
Tax
Technology
Global Tax
By Mitchell Halpern, JD
By Loree Dubois, CPA, MBA
Office Locations
Our insights, tools, and resources are built around one goal—helping you make confident decisions that drive lasting success.
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
Newsletter sign up
