While you are probably familiar with the term cost basis, it is not likely something you think about very often. In fact, you may only think about cost basis information when asked for it by your Sand Hill Wealth Manager or CPA. Cost basis—also known as tax basis—is necessary to determine the capital gain or … Continued
Navigating the Financial Aspects of the Marital Dissolution Process August 10, 2020 For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered with family law professionals to help clients navigate the complex financial aspects of the marital dissolution process. Our singular goal has been ensuring that both clients and their professional team … Continued
Who enjoys paying taxes? I think I can say confidently that the answer is no one. As covered in my article “All About That Basis,” an accurate record of the cost basis of your investments can help you minimize your tax bill when you dispose of an asset. The best and perhaps easiest way to … Continued