Review Detail

Excellent overview of a variety of tax topics which are going to be coming to the forefront potentially soon. Reviewing the elimination of the step up in basis, along with the increase (or elimination actually) of the favorable 20% rate on capital gains over $1 million was very helpful and enlightening. Also the reminder about charitable ways to reduce taxes and a reminder to try to affiliate with CPAs and attorneys who are experts and knowledgeable in these areas and are not novices. Very important! Thanks