Friday, June 6, 2014

Advanced PFP Series: Venn Diagrams: Meet Me at the Intersection of Estate and Income Tax

In this webcast, you will learn how planning after the ATRA will increasingly focus on income tax planning, the management of tax basis, and maximizing the ?step-up? in basis at death.

Source: http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/VennDiagram-20140528.aspx

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