WATCH THE WEBINAR: PLANNING NOW FOR THE ESTATE TAX OVERHAUL
The recently proposed “For the 99.5% Act” would bring sweeping changes to the taxation of estates and inherited gains, while the “Sensible Taxation and Equity Promotion Act” (STEP) would eliminate the step-up in basis that inherited assets currently enjoy. This creates a time sensitive planning opportunity. This change would immediately become the costliest tax plans…
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