{"id":56303,"date":"2018-11-07t12:00:59","date_gmt":"2018-11-07t17:00:59","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=56303"},"modified":"2018-11-16t09:42:08","modified_gmt":"2018-11-16t14:42:08","slug":"basis-the-essential-tax-and-investing-term","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/","title":{"rendered":"how to talk to clients about &#8216;basis&#8217;"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-37727\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-590x393.jpg\" alt=\"woman and man working with calculator\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>&#8220;step-ups&#8221; ease the burden of capital gains.<\/strong><\/p>\n<p><i>by barry j. friedman, cpa<\/i><br \/>\n<a href=\"https:\/\/industrynewsletters.com\/partnerships-opportunities\/cpa-firm-digital-marketing-platform-cpatrref\/\"><i>industrynewsletters<\/i><\/a><\/p>\n<p>basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly when you try to explain it to clients.<\/p>\n<blockquote><p><strong>more:<\/strong> <a href=\"\/\/www.g005e.com\/2018\/10\/30\/a-tax-essential-the-percentage-withholding-method\/\">percentage-withholding for clients<\/a> | <a href=\"\/\/www.g005e.com\/2018\/10\/24\/new-irs-guidance-on-state-and-local-taxes\/\">new salt deduction limit: what clients need to know<\/a> | <a href=\"\/\/www.g005e.com\/2018\/09\/25\/passwords-making-them-hard-to-crack\/\">passwords: how to beat the hackers<\/a> | <a href=\"\/\/www.g005e.com\/2018\/09\/11\/supreme-courts-wayfair-ruling-on-sales-tax-sows-more-confusion\/\">supreme court wayfair ruling sows confusion \u2013 and opportunity<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>this is especially true after the tcja. <a href=\"\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/#more-56303\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap 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<span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2018%2f11%2f07%2fbasis-the-essential-tax-and-investing-term%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20talk%20to%20clients%20about%20&#8216;basis&#8217;&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/\" title=\"email this: how to talk to clients about &#8216;basis&#8217; \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-37727\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-590x393.jpg\" alt=\"woman and man working with calculator\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/woman_man_calculator_dollarphotoclub_58927143.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>&#8220;step-ups&#8221; ease the burden of capital gains.<\/strong><\/p>\n<p><i>by barry j. friedman, cpa<\/i><br \/>\n<a href=\"https:\/\/industrynewsletters.com\/partnerships-opportunities\/cpa-firm-digital-marketing-platform-cpatrref\/\"><i>industrynewsletters<\/i><\/a><\/p>\n<p>basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly when you try to explain it to clients.<\/p>\n<blockquote>\n<p><strong>more:<\/strong> <a href=\"\/\/www.g005e.com\/2018\/10\/30\/a-tax-essential-the-percentage-withholding-method\/\">percentage-withholding for clients<\/a> | <a href=\"\/\/www.g005e.com\/2018\/10\/24\/new-irs-guidance-on-state-and-local-taxes\/\">new salt deduction limit: what clients need to know<\/a> | <a href=\"\/\/www.g005e.com\/2018\/09\/25\/passwords-making-them-hard-to-crack\/\">passwords: how to beat the hackers<\/a> | <a href=\"\/\/www.g005e.com\/2018\/09\/11\/supreme-courts-wayfair-ruling-on-sales-tax-sows-more-confusion\/\">supreme court wayfair ruling sows confusion \u2013 and opportunity<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>this is especially true after the tcja. <a href=\"\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/#more-56303\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2018%2f11%2f07%2fbasis-the-essential-tax-and-investing-term%2f&amp;t=how+to+talk+to+clients+about+%e2%80%98basis%e2%80%99'  ><img  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<span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2018%2f11%2f07%2fbasis-the-essential-tax-and-investing-term%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20talk%20to%20clients%20about%20&#8216;basis&#8217;&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2018\/11\/07\/basis-the-essential-tax-and-investing-term\/\" title=\"email this: how to talk to clients about &#8216;basis&#8217; \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":2980,"featured_media":56041,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,1363,3120,3002],"tags":[],"class_list":["post-56303","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - 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