Topic: Step-Up Basis

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Money

Don’t Make This Big Tax Mistake After a Parent’s Death

Tax Mistake

His family nearly overpaid the IRS $12,000 due to the step-up rules

SEPTEMBER 7, 2017 | By Lawrence Tabak

Money

5 Ways to Keep Capital Gains Taxes Down

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How traditional estate planning is being turned on its head

NOVEMBER 23, 2015 | By John O. McManus

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