Sentences with phrase «appreciated portion of the assets»
Based on tax experts feedback, estate tax is not teh only, and seemingly the worst, way of addressing this issue - other approaches are simply closing the «step - up» loophole by requiring capital tax cost basis be original purchase price and not «at inheritance» price; OR, limiting estate tax to appreciated portion of assets that haven't been taxed with capital gains taxes by time of death of owner.
https://politics.stackexchange.com/ Not exact matches
To bring the portfolio back into balance with the original prescribed model, the portfolio manager will sell off a portion of the appreciated asset and reinvest the proceeds.
Donating a highly - appreciated asset may allow you to avoid a significant portion of your tax liability while still receiving a charitable deduction.
Donating an appreciated asset may allow you to avoid a significant portion of your tax liability while still receiving a charitable deduction.
Donating a highly appreciated asset may allow you to avoid a significant portion of your tax liability while still receiving a charitable deduction.