Good estate planning is sometimes bad income tax planning.

Good estate planning is sometimes bad income tax planning.

For the assets with low basis, negative capital accounts, decades of depreciation, the technique choice can swing the outcome by more than the estate tax savings the technique was chosen for.

We quantify the cost of selling to the dollar. We describe the cost of holding in adjectives.

I'll be discussing these ideas at the Notre Dame Tax & Estate Planning Institute, October 28–30, 2026.

Register for the conference to attend my presentation and the other sessions.
https://lnkd.in/ehEjXur5

Wealth Machine, a Secret Art of Planning series.