How One Family Navigated a $600K Company Buyout and Caught a $50K Tax Error

We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
by Grace Stolberg
on Oct 13
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Advisor walking a client through estate paperwork on a clipboard

Executor Duties: What to Do When You’re Named to Settle an Estate

Executor Duties: What to Do When You’re Named to Settle an Estate Being named executor sounds like an honor, right […]
by O'Keefe Stevens Advisory
on Oct 13
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Advisor smiling while meeting with a couple to talk through trust funding

Trust Funding: The Estate Step Rochester Families Often Miss

Trust Funding: The Estate Step Rochester Families Often Miss Setting up a trust feels like the finish line. It isn’t. […]
by O'Keefe Stevens Advisory
on Oct 13
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House key with a heart-shaped keychain hanging on a door, a symbol of inherited property

Capital Gains on Inherited Property and the Step-Up in Basis

Capital Gains on Inherited Property and the Step-Up in Basis Selling an inherited home or investment account can feel like […]
by O'Keefe Stevens Advisory
on Oct 13
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Financial advisor pointing a pencil at charts while reviewing beneficiary designations

Beneficiary Designations: Why Rochester Families Review Them

Beneficiary Designations: Why Rochester Families Review Them You spent decades building your savings. But your beneficiary designations, not your will, […]
by O'Keefe Stevens Advisory
on Oct 13
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