Maximizing The Step-Up Basis
Recent legislation was going to reduced estate tax exemption for 2022, however, insufficient support is leaving taxpayers with an exemption […]
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Capital Losses
Capital Losses Over the years as an investor, you don’t set out with the goal of losing money. But part
Event, Investment Management, Videos
What’s Next For The Economy And Markets 1st Half 2021
Join Nathan Krampe, CFP®, founder of Lion’s Wealth Management as he discusses the outlook for the first half of 2021
Insights, Investment Management, Videos
Now the Wait – Could Taxes Rise?
What ever way to slice it, we need a stimulus package, clarity, and for COVID-19 to dissipate. What could year end do for your coming taxes? That’s another matter.
Event, Insights, Investment Management, Videos
[WEBINAR] Reducing Taxes as a Business Owner
Join Nathan Krampe, CFP®, founder of Lion’s Wealth Management and Nathan Nelson, Attorney, co-founder of Virtus Law for a conversation on how to handle the new tax laws with your business.
Insights, Investment Management, Videos
[WEBCAST] What’s Next for the Markets and Economy (4Q 2020)
Selloffs and rebounds are the theme to 2020. What is next for the remaining part of the year? Lion’s Wealth Founder Nathan Krampe discusses the markets and his thoughts on what’s to come.