))
Back to Basis: Stay in and Step Up, or Step Out
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on February 27, 2024 03:58 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 309624249 series 3036859
A tartalmat a The Tax Section of The Florida Bar biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The Tax Section of The Florida Bar vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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.
35 epizódok
Megosztás
