After Hours Tax Law Series: Hot Topics in Estate & Gift Tax

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Portability is easy for clients to understand, and may have additional advantages including a step-up in basis and flexibility for the surviving spouse. Watch the full On-Demand Seminar to learn more about portability, basis, and the new 3.8% net investment income tax and its impact on estates and trusts.

Get expert advice on recent estate, gift, and income tax developments, including portability. Learn the steps you need to take in 2014 and beyond to prepare estate plans that benefit your clients and avoid common pitfalls.