What's the basis of your estate plan? Managing tax basis with higher lifetime exemptions"
Please join us on Wednesday, November 14th when Jim Raaf, Andersen Tax will discuss “What’s the basis of your estate plan? Managing tax basis with higher lifetime exemptions.” Tax reform and the doubling of the lifetime exemption will require many estate plans to be revisited. Should assets be held until death or transferred during life? This presentation will cover planning strategies that will apply to both taxable and nontaxable estates.