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step-up in basis

Understanding the “step-up in basis” when inheriting assets

If you inherit assets after a loved one passes away, they often...
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Explore SEP and SIMPLE retirement plans for your small business

Suppose you’re thinking about setting up a retirement plan for yourself and...
tax documents

What tax documents can you safely shred? And which ones should you keep?

Once your 2024 tax return is in the hands of the IRS,...
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Planning for the future: 5 business succession options and their tax implications

When it’s time to consider your business’s future, succession planning can protect...
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Turning stock downturns into tax advantages

Have you ever invested in a company only to see its stock...
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You may be able to make a deductible IRA contribution for last year this year

If you’re getting ready to file your 2024 tax return and your...
2025 taxes

Many business tax limits have increased in 2025

A variety of tax-related limits that affect businesses are indexed annually based...
tax 2025

Looking ahead to 2025 tax limits as you prepare to file your 2024 return

Chances are, you’re more concerned about your 2024 tax return right now...
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Announcing Promotions at Bucheri McCarty & Metz LLP

Grant Keaffaber, CPA promoted to the position of Senior Manager Grant joined BMM...

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