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16 Jan

All About That Basis

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
I truly hope you’ve never had the unfortunate experience of listening to Meghan Trainor’s single “All About That Bass” released some 10 years ago. But when it comes to taxes on non-retirement accounts, it IS all about that BASIS. What
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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact