TITLE

The benefit of tax deferral and stepped-up basis

AUTHOR(S)
Fender, William E.; Miller, Milton
PUB. DATE
October 1997
SOURCE
CPA Journal;Oct97, Vol. 67 Issue 10, p58
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Provides information on the benefit of tax deferral and stepped-up basis in taxable portfolios and investments. Ways on how investors can benefit from deferred taxes or interest-free loan; Stepped-up basis; Benefits of tax deferral; Equivalent pre-tax rates of return; Design priorities for investors; Who should plan for stepped-up basis; How to implement for deferral and stepped-up basis.
ACCESSION #
9710304625

 

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