Archive: Brian Rogers

Explaining the Basis of Inherited Real Estate | Under 40

What is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home […]

The Need for Power of Attorney | Under 70

POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates […]

Should You File Jointly, Or Not? | Under 30

For many married couples, filing jointly is a good idea, but there are exceptions. Ninety-five percent of married couples file joint federal tax returns. Filing […]

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