top of page
Search


The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...

Basepoint Wealth
Sep 20, 20224 min read


A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
Making an important impact on causes you care about, is a wonderful way to make a lasting difference. Incorporating a philanthropic...

Basepoint Wealth
Jun 14, 20224 min read


Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.

Basepoint Wealth
Nov 11, 20214 min read


Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.

Basepoint Wealth
Oct 25, 20214 min read


Donor Advised Funds: Tax Benefits, Growth and Control
A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control

Basepoint Wealth
Aug 18, 20214 min read
bottom of page
