2010: The year the Estate Tax forgot

Thursday - 4/15/2010, 2:38pm EDT

!FOR_YOUR_BENEFIT_04-19-2010.mp3

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April 19, 2010 -- Please join hosts Bob Leins and John Elliott in welcoming our special return guest, Marc Levine, an attorney with Handler-Levine in Bethesda, Md.

Marc will cover:

  • The current status of the Federal Estate Tax
  • What Carryover Basis is and why it is worse than the Estate Tax for most people
  • What the 'State' Estate Tax is and when it applies
  • Gift Tax Rules and why they are the most ignored IRS filing requirements