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FOR PROFESSIONALS - Step-Up in Basis Rules

FOR PROFESSIONALS - Step-Up in Basis Rules

Thursday, June 24, 2010 from 9:45 AM to 12:00 PM (PT)

Carlsbad, CA


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Please join us in my office as we participate in a monthly teleconference series, The Advisors Forum Presents Live CPE Series. This coming month the topic is:  Set-Up in Basis Rules led by Robert S. Keebler, CPA, MST.

 

Currently, Section 1022 “carryover basis” is the law of the land in the area of basis when it comes to assets transferring by cause of death.  These changes are scheduled to reset at the end of the year, but the 2010 “basis gap” could be nonexistent if a patch is implemented that reinstates the basis step-up rules that we know and love.  Discussion will include the intricacies of both sides of the “basis gap” and how you can help your clients through this uncertainty.

 

Comparison of Section 1014 vs. 1022

  • Holding Period
  • Non-Step-Up Assets
  • Case Study Examples

It will be held Thursday, June 24th, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.

Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Ronni Light, will call to confirm your attendance, or feel free to call me at (760) 930-1987.  Seating is limited, so please enroll early.  I look forward to seeing you on June 24th.


Sincerely,

Debra Leffler Streeter

When

Thursday, June 24, 2010 from 9:45 AM to 12:00 PM (PT)

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Where

Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad, CA 92011




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Streeter Law Group, A PC

Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.

2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011

(760) 930-1987

WWW.STREETERLAW.COM

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