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Advanced Personal Financial Planning Conference 2016


46 - Step-Up in Basis Planning for Those Under $5M


Jan 20, 2016 11:15am ‐ Jan 20, 2016 12:30pm

Description

The $5.43 million estate, gift and GST exemption means that over 99% of the population no longer has a federal taxable estate. The name of the game is income-tax planning and how to achieve the highest cost basis for assets. This session will explore how to achieve that goal. Learn:
• How to use portability to increase the cost basis of assets and reduce/eliminate the income tax on gains
• The various techniques available to increase the cost basis of assets at death

Speaker(s):

  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

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