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CNBC interviewed Tax Principal Michael D’Addio about year-end giving to take advantage of the increased gift and estate tax exemption.

Featured: Michael D'Addio, Principal, Tax & Business Services

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“The estate will never be taxable at the federal level, and for that reason you don’t want to miss out on getting the step-up in basis,” said D’Addio... “You can hold the asset, your beneficiary gets the step-up in basis when you die, and still escape the estate tax,” he said.

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Michael D'Addio, Principal, Tax & Business

Principal
Tax & Business
New Haven, CT
 
 
 
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