Stephanie Perry and Adam Swaim Present on Basis-Adjustment Planning to DC Bar


Partners Stephanie Perry and Adam Swaim participated in the DC Bar Estate Planning Tax Committee Lunch Series. Their presentation was entitled: “Don’t Trip Up the Step-Up: The Importance of Basis Adjustment Planning.” They highlighted various basis adjustment planning strategies that can be implemented in an estate plan to maximize step-up in basis and minimize capital gains tax exposure for clients.