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Back to Basis: Stay in and Step Up, or Step Out
Manage episode 309624249 series 3036859
Contenido proporcionado por The Tax Section of The Florida Bar. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Tax Section of The Florida Bar o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
DESCRIPTION: This episode covers the effect of the new basis consistency (1014(f)) rules on basis planning, selective funding of marital trusts to maximize the step-up (including issues relating to valuation under the new 2704 proposed regs), valuation issues for non-taxable estates, a fixes for estate plans that were drawn for previously taxable (now, non-taxable) estates. PRESENTED BY: Abby O’Connor and Patrick Duffey
Materials available here: http://floridataxlawyers.org/wp-content/uploads/2015/03/article.pdf
Nothing in this podcast is legal advice. Please seek counsel of your own choosing before making decisions impacting yourself or your business.
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