For Your Benefit

Let’s Talk About Death and Taxes – Truths, Myths and In-between

January 31, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about how we deal with the two certainties in life: death and taxes, and in this case, death taxes.  Among the topics we will discuss are:

2021 Proposed Tax Legislation – What didn’t happen.
Will I pay an Estate Tax? (It may depend on where you live)
Capital Gains, Gifting and the Step Up in Basis: Why...

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January 31, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about how we deal with the two certainties in life: death and taxes, and in this case, death taxes.  Among the topics we will discuss are:

  • 2021 Proposed Tax Legislation – What didn’t happen.
  • Will I pay an Estate Tax? (It may depend on where you live)
  • Capital Gains, Gifting and the Step Up in Basis: Why it is often better to inherit a house than to get it as a gift?

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com