The potential tax changes introduced by the Van Hollen bill are causing ripples across the estate planning industry. This bill proposes pivotal changes that could fundamentally alter estate planning strategies. Listen in as Bob Keebler, CPA/PFS, MST, AEP, and Martin Shenkman delve into the significant implications of replacing the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers.
Together, Keebler and Shenkman break down the essence of these changes and what they mean for