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ON DEMAND: Estate Planning Tax Series: Don’t Trip Up the Step-Up: The Importance of Basis Adjustment Planning

Credit: 0 Credit Hours
Run Time: 69 Minutes  
**This is a previously recorded program, originally recorded on February 5, 2019.
Current historically large federal and state-level estate tax exemptions mean that for many clients estate taxes are simply no longer a primary concern in their estate planning.  This makes income tax basis management a crucial part of estate planning.  This presentation will highlight various basis adjustment planning strategies that can be implemented to maximize step-up in basis and minimize capital gains tax exposure for clients.
Sponsored by: Estate Planning Tax Committee of the D.C. Bar Taxation Community.
Related Communities of Interest: D.C. Bar Estates, Trusts and Probate Law Community
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  • Stephanie Perry, Pasternak & Fidis, P.C.
  • Adam Swaim, Pasternak & Fidis, P.C.
On Demand Registration Fees: $20 Law Student Community Member; $25 Sponsoring/Related Community Member; $40 D.C. Bar Member; $40 Government/Nonprofit; $60 Non-member
Please select Individual Registration to register.

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