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Alternate Valuation Dates

Dickinson Wright

Alternate Valuation Date to Reduce Estate Tax

Dickinson Wright on

If your loved one recently died with a taxable estate, you might consider using an alternate valuation date to reduce estate tax. A Federal Estate Tax Return Form 706 is due 9 months after date of death, and tax is due on an...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - June/July 2019: When to elect the alternate valuation date

Because of the fluctuation in the value of assets, specifically stocks, federal tax laws provide relief to taxable estates that may be negatively affected by fluctuating market conditions. Instead of using the value of assets...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - June/July 2019

In This Issue: - A win-win proposition -A charitable remainder trust benefits you and your favorite charity - When to elect the alternate valuation date - Do you know when an FBAR must be filed? - ESTATE PLANNING...more

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