Tag Archive: "Estate Tax"
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CLA Livestream: Estate and Gift Tax Proposal Implications
Jennifer Rohen, Lori Peterson and I spoke on last week’s Livestream about potential changes to estate and gift taxes and Section 1031 exchanges. Our primary takeaway: stay informed, but don’t panic…yet. Please click here to watch a replay of our conversation.
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American Families Plan: Treating Transfers of Appreciated Property on Death or by Gift as Realization Events
A transfer of appreciated property would be considered a taxable, realization event under President Biden’s American Families Plan. The Treasury Department’s “Greenbook,” which was released over a week and a half ago, devoted more than two pages to this part of President Biden’s proposal (as compared to a paragraph or two). While there is a […]