Read the Cunningham & Associates Blog (6)

The Tax Implications of Inherited IRAs: Understanding Distribution Options

Inherited IRAs present unique tax implications. When an individual inherits an IRA, they may need...

Are you familiar with the role beneficiary designations play in the distribution of your retirement...

There are many ways to leverage charitable giving to have a positive impact on your community and...

Inheritance tax is a tax levied on the transfer of assets, including real estate, from a deceased...

Stepped-up basis refers to the adjustment of the value of an inherited asset, such as property or...

By implementing strategic financial planning techniques, you can proactively address the impact of...

For business owners, conducting a thorough valuation is not just about setting a price for your...

Selecting the appropriate valuation method is essential for business owners as it plays a...

When you are planning your estate, two primary concerns are protecting your assets and shielding...

One common mistake in business valuation is forgetting to consider intangible assets. Intellectual...

Every dollar you pay in taxes is a dollar you won't be able to invest in your future. A 15 minute call could change your financial future.